Number of Shares
48,974.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
0.72%
Total Estimate Gain
$28,404.92
% of Total Estimate Gain
0.80%

Convergence Financial, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-03-31, Convergence Financial, LLC held 48,974.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $3.66 Mil. This investment constitutes 0.72% of their stock portfolio, and Convergence Financial, LLC now holds 0.05% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2025Q1. And since then Convergence Financial, LLC has made 1 purchases of SPLV, at an average price of $72.22, for a total of 48,974.00 shares. Based on historical transaction data and SPLV's current price of $72.80, Convergence Financial, LLC's estimated gain on his SPLV holdings is $28,404.92, reflecting a 0.80% gain to date.

Convergence Financial, LLC SPLV ($72.80) Holding Chart

Convergence Financial, LLC SPLV ($72.80) 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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