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Confluence Wealth Services »

SPDR DJ Wilshire Mid Cap Growth shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in SPDR DJ Wilshire Mid Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Growth held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Growth by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$915k	11k	87.29

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Stifel Financial

Benjamin F. Edwards & Company

Townsquare Capital

Parcion Private Wealth

AE Wealth Management

Financial Advisory Service

NorthRock Partners

First National Trust Company

Wellspring Financial Advisors

Tradewinds Capital Management

Advisor Group Holdings

Klingman & Associates

GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth

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