Convergence Financial, LLC MDYG Holdings History
Convergence Financial, LLC's SPDR S&P 400 Mid Cap Growth ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 230,823.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $18.34 Mil. This investment constitutes 3.6% of their stock portfolio, and Convergence Financial, LLC now holds 0.76% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 9 purchases of MDYG, at an average price of $77.65, for a total of 256,930.00 shares. In addition, there have been 4 sales at an average price of $76.76 for 26,107.00 shares. Based on historical transaction data and MDYG's current price of $88.57, Convergence Financial, LLC's estimated gain on his MDYG holdings is $2.50 Mil, reflecting a 12.52% gain to date.
Convergence Financial, LLC MDYG ($88.57) Holding Chart
Convergence Financial, LLC MDYG ($88.57) 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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