Confluence Wealth Services, Inc.

Q1 2024 13F Holdings

Location
McMurray, PA
Holdings as of
3/31/2024
Value
$1.13B
Num holdings
339
Date filed
4/22/2024
Form type
13F-HR
Prev filing
1/25/2024
Next filing
7/31/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type