Page 35 - Wealth Services News Today

Confluence Wealth Services Inc. boosted its stake in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 81.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 499,081 shares of the company’s stock after acquiring an additional 223,896 shares during the quarter. […]

Confluence Wealth Services Inc. lifted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 81.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 553,198 shares of the company’s stock after purchasing an additional 248,335 shares during the quarter. Dimensional […]

Confluence Wealth Services Inc. reduced its position in shares of Chubb Limited (NYSE:CB – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,220 shares of the financial services provider’s stock after selling 234 shares during the period. […]

Confluence Wealth Services Inc. increased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,141 shares of the medical research company’s stock after acquiring an additional 110 shares during the […]

Confluence Wealth Services Inc. boosted its stake in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 183.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 864,590 shares of the company’s stock after purchasing an […]

Confluence Wealth Services Inc. raised its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 183.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 864,590 shares of the company’s stock after acquiring an additional 559,695 shares during the quarter. Capital […]

Confluence Wealth Services Inc. grew its stake in Devon Energy Co. (NYSE:DVN – Free Report) by 2.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 42,070 shares of the energy company’s stock after purchasing an additional 1,068 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Devon Energy were worth $1,906,000 at […]

Confluence Wealth Services Inc. lifted its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 13.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 15,509 shares of the financial services provider’s stock after acquiring an additional 1,828 shares during the period. Confluence Wealth Services Inc.’s holdings in The PNC Financial […]

Confluence Wealth Services Inc. lowered its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 6.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,609 shares of the biopharmaceutical company’s stock after selling 4,444 shares during the quarter. Confluence Wealth Services Inc.’s holdings in […]

Confluence Wealth Services Inc. decreased its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,248 shares of the cell phone carrier’s stock after selling 4,700 shares during the period. Confluence […]