Confluence Wealth Services, Inc.
Position in VSLU — Applied Finance Valuation Large Cap ETF
CIK 1910411
MCMURRAY, PA
All Filings in VSLU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VSLU | $664,779 | 15,900 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 VSLU | $818,810 | 18,500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 VSLU | $896,702 | 21,004 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 VSLU | $822,306 | 21,004 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 VSLU | $721,453 | 20,600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 VSLU | $753,754 | 20,600 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 VSLU | $795,555 | 22,100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 VSLU | $716,490 | 20,950 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 VSLU | $669,724 | 20,550 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 VSLU | $544,059 | 18,300 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 VSLU | $410,193 | 15,300 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||