-
Value $
-
$162M
-
Signature - Title
-
Steven Cohen - Analyst
-
Location
-
Portland, OR
-
Summary
-
This page shows a list of all the recent 13F filings made by Confluence Wealth Management LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Confluence Wealth Management LLC reported 114 stock holdings with total value $162M as of Q3 2020. Top holdings included IVV, BNDX, EFA, MDY, and QDF.