Confluence Wealth Services Inc. decreased its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 8.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,418 shares of the company’s stock after selling 969 shares during the period. Confluence Wealth Services Inc.’s […]
Confluence Wealth Services Inc. lessened its holdings in Dominion Energy, Inc. (NYSE:D – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,192 shares of the utilities provider’s stock after selling 419 shares during the period. […]
Confluence Wealth Services Inc. raised its position in NIKE, Inc. (NYSE:NKE – Free Report) by 55.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,155 shares of the footwear maker’s stock after purchasing an additional 2,195 shares during the period. Confluence Wealth Services Inc.’s […]
Confluence Wealth Services Inc Trims Position in NextEra Energy, Inc (NYSE:NEE) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Confluence Wealth Services Inc. lowered its position in Deere & Company (NYSE:DE – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,719 shares of the industrial products company’s stock after selling 96 shares during the quarter. […]