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Confluence Wealth Services’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Confluence Wealth Services’s Portfolio BALI Stock Details BALI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.14M Sell
37,920
-110
-0.3% -$3.31K 0.06% 159
2025
Q1 		$1.04M Buy
+38,030
New +$1.04M 0.07% 152