Convergence Financial, LLC SPLG Holdings History
Convergence Financial, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 162,738.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.70 Mil. This investment constitutes 2.1% of their stock portfolio, and Convergence Financial, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 10 purchases of SPLG, at an average price of $60.49, for a total of 209,944.00 shares. In addition, there have been 3 sales at an average price of $58.73 for 47,206.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Convergence Financial, LLC's estimated gain on his SPLG holdings is $2.11 Mil, reflecting a 16.63% gain to date.
Convergence Financial, LLC SPLG ($73.98) Holding Chart
Convergence Financial, LLC SPLG ($73.98) 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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