Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CONFLUENCE WEALTH SERVICES INC | 04-22-2024 | 03-31-2024 | 339 | 1,133,111,961 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|