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Confluence Wealth Services’s Strive 500 ETF STRV Stock Holding History

Confluence Wealth Services’s Portfolio STRV Stock Details STRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Buy
+5,635
New +$226K 0.01% 339
2025
Q1 		– Sell
-5,550
Closed -$219K – 355
2024
Q4 		$219K Buy
+5,550
New +$219K 0.01% 312