Confluence Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2020 - Oct 26, 2020
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.
Holdings Value