Number of Shares
1.27 Mil
Current Holdings Value*
$27.26 Mil
% of Portfolio
5.35%
Total Estimate Gain
$78,234.43
% of Total Estimate Gain
0.26%

Convergence Financial, LLC's Franklin U.S. Core Bond ETF Holding Summary

As of 2025-03-31, Convergence Financial, LLC held 1.27 Mil shares of Franklin U.S. Core Bond ETF(FLCB), totaling $27.26 Mil. This investment constitutes 5.35% of their stock portfolio, and Convergence Financial, LLC now holds 1.13% of the outstanding Franklin U.S. Core Bond ETF(FLCB) stock.

The initial trade took place in 2024Q2. And since then Convergence Financial, LLC has made 3 purchases of FLCB, at an average price of $21.36, for a total of 1.40 Mil shares. In addition, there have been 1 sales at an average price of $21.69 for 134,485.00 shares. Based on historical transaction data and FLCB's current price of $21.38, Convergence Financial, LLC's estimated gain on his FLCB holdings is $78,234.43, reflecting a 0.26% gain to date.

Convergence Financial, LLC FLCB ($21.38) Holding Chart

Convergence Financial, LLC FLCB ($21.38) 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 %

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