Circle Wealth Management »

Confluent shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Confluent by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $615k 30k 20.38
2024-06-30 $598k 20k 29.53

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Confluent

BlackRock
Vanguard Group
Jpmorgan Chase & Co
FMR
Altimeter Capital Management
William Blair Investment Management
Champlain Investment Partners
T. Rowe Price Associates
Franklin Resources
Capital Research Global Investors
Citadel Advisors
Geode Capital Management
State Street Corporation
First Trust Advisors
Soma Equity Partners

View all funds holding Confluent