Convergence Financial, LLC SPDW Holdings History
Convergence Financial, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 141,739.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $5.16 Mil. This investment constitutes 1.01% of their stock portfolio, and Convergence Financial, LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2022Q2. And since then Convergence Financial, LLC has made 7 purchases of SPDW, at an average price of $33.18, for a total of 283,982.00 shares. In addition, there have been 5 sales at an average price of $33.96 for 142,243.00 shares. Based on historical transaction data and SPDW's current price of $40.67, Convergence Financial, LLC's estimated gain on his SPDW holdings is $1.17 Mil, reflecting a 12.45% gain to date.
Convergence Financial, LLC SPDW ($40.67) Holding Chart
Convergence Financial, LLC SPDW ($40.67) 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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