Convergence Financial, LLC SLYV Holdings History
Convergence Financial, LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 239,950.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $18.81 Mil. This investment constitutes 3.69% of their stock portfolio, and Convergence Financial, LLC now holds 0.51% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 9 purchases of SLYV, at an average price of $83.41, for a total of 287,049.00 shares. In addition, there have been 4 sales at an average price of $78.62 for 47,099.00 shares. Based on historical transaction data and SLYV's current price of $82.08, Convergence Financial, LLC's estimated gain on his SLYV holdings is $-544,981.33, reflecting a -2.28% gain to date.
Convergence Financial, LLC SLYV ($82.08) Holding Chart
Convergence Financial, LLC SLYV ($82.08) 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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