Confluence Investment Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report ...

Confluence Investment Management LLC reduced its holdings in shares of Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT – Free Report) by 5.3% in the 4th quarter, HoldingsChannel.com reports.

Confluence Investment Management, based in St. Louis, MO, is ranked No. 97 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list. Total AUM ...

Crude Gasoline Distillates Refinery Use Again Capital -1.6 1.1 -0.6 -0.4 Confluence Investment Management 0.5 2.0 4.0 -0.5 Rystad Energy -0.6 -2.7 -1.1 0.3 Spartan Capital Securities -2.0 -1.3 1.4 ...

First Trust/ Confluence Small Cap Val ... has been limited turnover among the portfolio-management ranks, which has provided stability for the investment strategy. Stability tends to go hand ...

First Trust/ Confluence Small Cap Val ... has been limited turnover among the portfolio-management ranks, which has provided stability for the investment strategy. Stability tends to go hand ...