Confluence Wealth Services, Inc.'s ownership history for OEF

Confluence Wealth Services, Inc. currently holds 2.4K shares with a market value of $837.5K. It started holding OEF on 2024-09-30. At its peak, it held 5.4K shares on 2024-12-31. Its highest holding value was $1.6M on 2024-12-31. At its lowest, it held 2.4K shares on 2025-12-31, with a value of $634.4K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 10. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 3.0K.