Number of Shares
364,084.00
Current Holdings Value*
$33.40 Mil
% of Portfolio
6.56%
Total Estimate Gain
$22,627.44
% of Total Estimate Gain
0.06%

Convergence Financial, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Convergence Financial, LLC held 364,084.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $33.40 Mil. This investment constitutes 6.56% of their stock portfolio, and Convergence Financial, LLC now holds 0.07% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q1. And since then Convergence Financial, LLC has made 8 purchases of BIL, at an average price of $91.60, for a total of 434,182.00 shares. In addition, there have been 1 sales at an average price of $91.59 for 70,098.00 shares. Based on historical transaction data and BIL's current price of $91.66, Convergence Financial, LLC's estimated gain on his BIL holdings is $22,627.44, reflecting a 0.06% gain to date.

Convergence Financial, LLC BIL ($91.66) Holding Chart

Convergence Financial, LLC BIL ($91.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1