Cary Street Partners Financial LLC CONVERGENCE LONG/SHORT EQUITY ETF Transaction History

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Number of Shares
15,973
Previous 32,602 51.01%
Holding current value
$345 Million
Previous $747 Million 53.79%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-16,629 Reduced 51.01%
15,973 $345 Million
Q4 2024

Feb 14, 2025
BUY
N/A
32,602 New
32,602 $747 Million
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