Confluence Wealth Services, Inc.

Q2 2024 13F Holdings

Location
McMurray, PA
Holdings as of
6/30/2024
Value
$1.25B
Num holdings
360
Date filed
7/31/2024
Form type
13F-HR
Prev filing
4/22/2024
Next filing
10/29/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type