Confluence Wealth Services, Inc.

Q1 2025 13F Holdings

Location
Mcmurray, PA
Holdings as of
3/31/2025
Value ($000)
$1,586,876
Num holdings
335
Date filed
4/24/2025
Form type
13F-HR
Prev filing
1/27/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type