Convergence Financial, LLC Spdr Portfolio Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Convergence Financial, LLC holds 4,224 shares of SPMD stock, worth $232,657. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,224
Previous 4,238
0.33%
Holding current value
$232,657
Previous $217 Million
6.23%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
629Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.03 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$896 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$681 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$323 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$320 Million7.99% of portfolio