Confluence Wealth Services, Inc. Sells in Q3 2024

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-2.51K
- 18.04%
$125.9 - $170.35 $315K - $427K
11.4K $1.94M
ANSS
Ansys Inc

Technology
-50
- 3.19%
$296.54 - $331.25 $14.8K - $16.6K
1.52K $482K
UNP
Union Pacific Corp

Industrials
-846
- 8.7%
$221.78 - $256.09 $188K - $217K
8.88K $2.19M
ISRG
Intuitive Surgical Inc

Healthcare
-101
- 13.05%
$416.14 - $494.01 $42K - $49.9K
673 $330K
IEMG
Ishares Inc

ETFs
-175
- 0.86%
$53.64 - $53.64 $9.39K - $9.39K
20.2K $1.08M
AZN
Astrazeneca PLC

Healthcare
-74
- 0.61%
$76.67 - $87.62 $5.67K - $6.48K
12K $934K
BDX
Becton Dickinson & CO

Healthcare
-123
- 3.56%
$221.47 - $242.41 $27.2K - $29.8K
3.33K $802K
FCX
Freeport Mcmoran Inc

Basic Materials
-202
- 4.66%
$39.52 - $51.92 $7.98K - $10.5K
4.14K $206K
CGUS
Capital Group Core Equity ETF
-741
- 6.93%
$31.19 - $34.33 $23.1K - $25.4K
9.95K $340K
STZ
Constellation Brands, Inc.

Consumer Defensive
-11
- 0.52%
$236.42 - $259.82 $2.6K - $2.86K
2.1K $541K
Linde PLC Shs
-717
- 27.07%
N/A
1.93K $0
Ge Healthcare Technologies Incorporated Common Stock
-436
- 15.78%
N/A
2.33K $0
Ge Vernova Incorporated
-765
- 28.99%
N/A
1.87K $0
JGRO
J P Morgan Exchange Traded Fd
-1.49K
- 16.49%
N/A
7.56K $0
IWY
Ishares Tr Russell 200 Growth

ETFs
-14
- 1.06%
$194.66 - $225.97 $2.73K - $3.16K
1.31K $288K
RSG
Republic Services, Inc.

Industrials
-15
- 1.04%
$189.34 - $208.21 $2.84K - $3.12K
1.42K $285K
EXC
Exelon Corp

Utilities
-1.32K
- 12.9%
$34.24 - $40.55 $45.2K - $53.6K
8.92K $361K
MAR
Marriott International Inc

Consumer Cyclical
-15
- 0.87%
$211.35 - $255.11 $3.17K - $3.83K
1.71K $424K
SNV
Synovus Financial Corp

Financial Services
-720
- 7.77%
$39.32 - $47.62 $28.3K - $34.3K
8.55K $380K
CET
Central Securities Corp

Financial Services
-40
- 0.67%
$41.96 - $45.9 $1.68K - $1.84K
5.95K $272K
ENB
Enbridge Inc

Energy
-1.06K
- 10.03%
$35.27 - $41.18 $37.2K - $43.4K
9.47K $384K
CI
Cigna Corp

Healthcare
-34
- 2.35%
$319.12 - $367.1 $10.9K - $12.5K
1.41K $489K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-802
- 4.95%
$71.19 - $76.59 $57.1K - $61.4K
15.4K $1.18M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-500
- 9.45%
$52.04 - $64.22 $26K - $32.1K
4.79K $292K
CSX
Csx Corp

Industrials
-392
- 1.32%
$32.48 - $35.45 $12.7K - $13.9K
29.2K $1.01M
IVE
Ishares S&P 500 Value ETF

ETFs
-99
- 3.8%
$181.06 - $197.17 $17.9K - $19.5K
2.5K $493K
WMB
Williams Companies, Inc.

Energy
-3
- 0.04%
$41.24 - $46.22 $124 - $139
6.99K $319K
IVW
Ishares S&P 500 Growth ETF

ETFs
-394
- 2.02%
$84.77 - $97.13 $33.4K - $38.3K
19.1K $1.83M
ADP
Automatic Data Processing Inc

Industrials
-26
- 3.01%
$233.44 - $279.45 $6.07K - $7.27K
837 $231K
SO
Southern CO

Utilities
-2.33K
- 12.33%
$77.0 - $90.52 $180K - $211K
16.6K $1.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.12%
$37.33 - $40.63 $523 - $569
11.3K $458K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-628
- 6.81%
$64.35 - $75.71 $40.4K - $47.5K
8.59K $633K
YUM
Yum Brands Inc

Consumer Cyclical
-57
- 1.05%
$125.95 - $139.96 $7.18K - $7.98K
5.38K $751K
SLV
I Shares Silver Trust

ETFs
-1K
- 2.6%
$24.33 - $29.38 $24.3K - $29.4K
37.5K $1.06M
KR
Kroger CO

Consumer Defensive
-20
- 0.3%
$50.43 - $57.3 $1.01K - $1.15K
6.61K $378K
DTE
Dte Energy CO

Utilities
-9
- 0.32%
$108.67 - $128.41 $978 - $1.16K
2.77K $355K
TSCO
Tractor Supply CO

Consumer Cyclical
-34
- 1.15%
$251.95 - $290.93 $8.57K - $9.89K
2.91K $847K
NEM
Newmont Corp

Basic Materials
-300
- 4.78%
$41.65 - $55.85 $12.5K - $16.8K
5.98K $319K
BX
Blackstone Inc.

Financial Services
-11
- 0.53%
$120.77 - $159.66 $1.33K - $1.76K
2.07K $316K
VTI
Vanguard Total Stock Market Et

ETFs
-17
- 0.34%
$255.18 - $283.2 $4.34K - $4.81K
4.92K $1.39M
VST
Vistra Corp.

Utilities
-200
- 6.45%
$69.0 - $119.06 $13.8K - $23.8K
2.9K $343K
GOLD
Barrick Gold Corp

Basic Materials
-650
- 2.33%
$16.56 - $21.01 $10.8K - $13.7K
27.3K $542K
CGGO
Capital Group Global Growth Eq

ETFs
-355
- 0.25%
$27.25 - $30.52 $9.67K - $10.8K
143K $4.3M
META
Meta Platforms, Inc.

Communication Services
-436
- 8.7%
$453.41 - $572.44 $198K - $250K
4.57K $2.62M
DD
Du Pont De Nemours, Inc.

Basic Materials
-93
- 0.8%
$77.22 - $89.49 $7.18K - $8.32K
11.6K $1.03M
MMM
3 M CO

Industrials
-115
- 3.62%
$99.69 - $139.42 $11.5K - $16K
3.06K $418K
GE
General Electric CO

Industrials
-999
- 10.45%
$156.66 - $189.66 $157K - $189K
8.56K $1.61M
APD
Air Products & Chemicals, Inc.

Basic Materials
-366
- 6.93%
$247.34 - $300.11 $90.5K - $110K
4.91K $1.46M
GIS
General Mills Inc

Consumer Defensive
-35
- 0.36%
$62.5 - $75.15 $2.19K - $2.63K
9.76K $720K
Activity Summary
Buys All Purchases 141 New Holdings 20 Increased Positions 121 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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