Convergence Financial, LLC SPAB Holdings History
Convergence Financial, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 1.12 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $28.62 Mil. This investment constitutes 5.62% of their stock portfolio, and Convergence Financial, LLC now holds 0.34% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 9 purchases of SPAB, at an average price of $25.88, for a total of 1.77 Mil shares. In addition, there have been 4 sales at an average price of $26.03 for 652,882.00 shares. Based on historical transaction data and SPAB's current price of $25.41, Convergence Financial, LLC's estimated gain on his SPAB holdings is $-429,893.92, reflecting a -0.94% gain to date.
Convergence Financial, LLC SPAB ($25.41) Holding Chart
Convergence Financial, LLC SPAB ($25.41) 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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