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Confluence Wealth Services Inc Buys Shares of 4,615 iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Confluence Wealth Services Inc. bought a new stake in shares of iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 4,615 shares of the company’s stock, valued at approximately $487,000. A number of other institutional […]

Confluence Wealth Services Inc Acquires 515 Shares of Oracle Co (NYSE:ORCL)

Confluence Wealth Services Inc Acquires 515 Shares of Oracle Co (NYSE:ORCL)
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Confluence Wealth Services Inc Trims Stake in Medtronic plc (NYSE:MDT)

Confluence Wealth Services Inc Trims Stake in Medtronic plc (NYSE:MDT)
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Confluence Wealth Services Inc Acquires Shares of 1,128 SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Confluence Wealth Services Inc Acquires Shares of 1,128 SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
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SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Bought by Confluence Wealth Services Inc

Confluence Wealth Services Inc. grew its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,990 shares of the company’s stock after purchasing an additional 233 shares during the […]

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