Confluence Wealth Services, Inc.

Q1 2025 13F Holdings

Location
McMurray, PA
Holdings as of
3/31/2025
Value
$1.59B
Num holdings
335
Date filed
4/24/2025
Form type
13F-HR
Prev filing
1/27/2025
Next filing
7/22/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type