Convergence Financial, LLC MDYV Holdings History
Convergence Financial, LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 267,771.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $20.63 Mil. This investment constitutes 4.05% of their stock portfolio, and Convergence Financial, LLC now holds 0.89% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 10 purchases of MDYV, at an average price of $70.55, for a total of 290,303.00 shares. In addition, there have been 3 sales at an average price of $70.72 for 22,532.00 shares. Based on historical transaction data and MDYV's current price of $81.09, Convergence Financial, LLC's estimated gain on his MDYV holdings is $2.83 Mil, reflecting a 13.79% gain to date.
Convergence Financial, LLC MDYV ($81.09) Holding Chart
Convergence Financial, LLC MDYV ($81.09) 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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