SPDR DJ Wilshire Large Cap Value shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in SPDR DJ Wilshire Large Cap Value
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Large Cap Value held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Confluence Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $415k | 7.9k | 52.86 |
2024-06-30 | $1.0M | 21k | 48.74 |
2024-03-31 | $473k | 9.4k | 50.10 |
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