Confluence Wealth Services, Inc. ETF Opportunities Tr Applied F Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 20,600 shares of VSLU stock, worth $773,118. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,600
Previous 22,100 6.79%
Holding current value
$773,118
Previous $795,000 5.28%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$35.67 - $37.88 $53,505 - $56,820
-1,500 Reduced 6.79%
20,600 $753,000
Q3 2024

Oct 29, 2024
BUY
$32.6 - $36.0 $37,490 - $41,400
1,150 Added 5.49%
22,100 $795,000
Q2 2024

Jul 31, 2024
BUY
$30.86 - $34.47 $12,344 - $13,788
400 Added 1.95%
20,950 $716,000
Q1 2024

Apr 22, 2024
BUY
$29.23 - $32.59 $65,767 - $73,327
2,250 Added 12.3%
20,550 $669,000
Q4 2023

Jan 25, 2024
BUY
$25.78 - $29.83 $77,340 - $89,490
3,000 Added 19.61%
18,300 $544,000
Q3 2023

Nov 01, 2023
BUY
$26.74 - $28.38 $409,122 - $434,214
15,300 New
15,300 $410,000

Others Institutions Holding VSLU

# of Institutions
34
Shares Held
4.6M
Call Options Held
0
Put Options Held
0
View Full List

About ETF OPPORTUNITIES TR APPLIED F

VSLU Quotes by TradingView
  • Ticker VSLU
More about VSLU
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email