Convergence Financial, LLC SLYG Holdings History
Convergence Financial, LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 233,499.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $19.38 Mil. This investment constitutes 3.81% of their stock portfolio, and Convergence Financial, LLC now holds 0.58% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 8 purchases of SLYG, at an average price of $87.06, for a total of 280,239.00 shares. In addition, there have been 5 sales at an average price of $78.66 for 46,740.00 shares. Based on historical transaction data and SLYG's current price of $90.76, Convergence Financial, LLC's estimated gain on his SLYG holdings is $472,019.43, reflecting a 1.93% gain to date.
Convergence Financial, LLC SLYG ($90.76) Holding Chart
Convergence Financial, LLC SLYG ($90.76) 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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