Confluence Wealth Services »

Plains All American Pipeline shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Plains All American Pipeline (PAA) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Plains All American Pipeline

Tip: Access up to 7 years of quarterly data

All positions including Plains All American Pipeline held by Confluence Wealth Services 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 Plains All American Pipeline by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 9.7k 22.26
2021-12-31 $37k 4.0k 9.25

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Plains All American Pipeline

ALPS Advisors
Invesco
Blackstone Group
Mirae Asset Global Etfs Holdings
Goldman Sachs Group
Tortoise Capital Advisors
Morgan Stanley
UBS Group
Kayne Anderson Capital Advisors, L.p
Jpmorgan Chase & Co
Bank of America Corporation
CIBC Bancorp USA
Fractal Investments
Berkley W R
Infrastructure Capital Advisors

View all funds holding Plains All American Pipeline