Confluence Wealth Services, Inc.
Holdings in CET
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $307,556 | 6,065 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $315,668 | 6,145 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $294,147 | 6,146 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $276,324 | 6,146 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $283,415 | 6,203 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $272,702 | 5,949 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $263,635 | 5,989 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $264,654 | 6,336 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $306,390 | 8,112 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $338,866 | 9,559 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $423,625 | 11,603 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $440,766 | 12,673 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $425,221 | 12,735 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $413,584 | 12,258 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $644,624 | 18,308 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $745,144 | 18,003 | Shares | Sole | 2022-04-26 |
| 2021-12-31 | $800,523 | 17,957 | Shares | Sole | 2022-02-10 |