|
Q3 2020
|
114 |
204,161 |
13F-HR |
10/26/2020 |
000160681020000009 |
Confluence Wealth Management LLC |
|
Q2 2020
|
103 |
211,992 |
13F-HR |
8/11/2020 |
000160681020000007 |
Confluence Wealth Management LLC |
|
Q1 2020
|
102 |
179,414 |
13F-HR |
5/12/2020 |
000160681020000005 |
Confluence Wealth Management LLC |
|
Q4 2019
|
116 |
216,066 |
RESTATEMENT |
2/7/2020 |
000160681020000004 |
Confluence Wealth Management LLC |
|
Q4 2019
|
113 |
201,858 |
13F-HR |
2/5/2020 |
000160681020000002 |
Confluence Wealth Management LLC |
|
Q3 2019
|
114 |
204,161 |
13F-HR |
11/8/2019 |
000160681019000008 |
Confluence Wealth Management LLC |
|
Q2 2019
|
116 |
204,846 |
13F-HR |
8/9/2019 |
000160681019000005 |
Confluence Wealth Management LLC |
|
Q1 2019
|
115 |
201,351 |
13F-HR |
5/13/2019 |
000160681019000003 |
Confluence Wealth Management LLC |
|
Q4 2018
|
114 |
178,901 |
13F-HR |
2/12/2019 |
000160681019000002 |
Confluence Wealth Management LLC |
|
Q3 2018
|
117 |
192,905 |
13F-HR |
10/23/2018 |
000160681018000005 |
Confluence Wealth Management LLC |
|
Q2 2018
|
121 |
188,811 |
13F-HR |
7/20/2018 |
000160681018000004 |
Confluence Wealth Management LLC |
|
Q1 2018
|
120 |
195,627 |
13F-HR |
4/25/2018 |
000160681018000003 |
Confluence Wealth Management LLC |
|
Q4 2017
|
124 |
210,775 |
13F-HR |
2/7/2018 |
000160681018000001 |
Confluence Wealth Management LLC |
|
Q3 2017
|
121 |
204,293 |
13F-HR |
11/14/2017 |
000160681017000008 |
Confluence Wealth Management LLC |
|
Q2 2017
|
128 |
209,160 |
RESTATEMENT |
8/14/2017 |
000160681017000006 |
Confluence Wealth Management LLC |
|
Q2 2017
|
127 |
202,826 |
13F-HR |
8/11/2017 |
000160681017000005 |
Confluence Wealth Management LLC |
|
Q1 2017
|
127 |
202,826 |
13F-HR |
5/2/2017 |
000160681017000004 |
Confluence Wealth Management LLC |
|
Q4 2016
|
135 |
199,833 |
13F-HR |
2/6/2017 |
000160681017000002 |
Confluence Wealth Management LLC |
|
Q3 2016
|
132 |
206,620 |
13F-HR |
11/14/2016 |
000160681016000012 |
Confluence Wealth Management LLC |
|
Q2 2016
|
131 |
203,082 |
13F-HR |
8/5/2016 |
000160681016000010 |
Confluence Wealth Management LLC |
|
Q1 2016
|
133 |
220,595 |
13F-HR |
4/29/2016 |
000160681016000008 |
Confluence Wealth Management LLC |
|
Q4 2015
|
128 |
205,261 |
13F-HR |
2/8/2016 |
000160681016000007 |
Confluence Wealth Management LLC |
|
Q3 2015
|
116 |
185,194 |
13F-HR |
11/12/2015 |
000160681015000006 |
Confluence Wealth Management LLC |
|
Q2 2015
|
104 |
182,817 |
13F-HR |
8/10/2015 |
000160681015000004 |
Confluence Wealth Management LLC |
|
Q1 2015
|
102 |
172,341 |
13F-HR |
5/6/2015 |
000160681015000002 |
Confluence Wealth Management LLC |
|
Q4 2014
|
88 |
159,795 |
13F-HR |
2/9/2015 |
000160681015000001 |
Confluence Wealth Management LLC |
|
Q3 2014
|
81 |
147,726 |
13F-HR |
11/14/2014 |
000160681014000020 |
Confluence Wealth Management LLC |
|
Q2 2014
|
131 |
175,495 |
RESTATEMENT |
8/6/2014 |
000160681014000016 |
Confluence Wealth Management LLC |
|
Q2 2014
|
131 |
175,491 |
13F-HR |
8/5/2014 |
000160681014000013 |
Confluence Wealth Management LLC |
|
Q1 2014
|
82 |
132,599 |
13F-HR |
5/16/2014 |
000160681014000011 |
Confluence Wealth Management LLC |