Convergence Financial, LLC Closed Holding Positions

Convergence Financial, LLC

  • $471 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on Oct 23, 2024
1,840
$157.01 - $213.8 $289K - $393K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q2 2024 Filed on Oct 23, 2024
13,997
$28.13 - $28.99 $394K - $406K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2024 Filed on Oct 23, 2024
1
$610460.0 - $715910.0 $610K - $716K
EOG
Eog Resources Inc

Energy
Q3 2024 Filed on Oct 23, 2024
1,886
$117.9 - $132.65 $222K - $250K
FTS
Fortis Inc.

Utilities
Q3 2024 Filed on Oct 23, 2024
5,507
$38.61 - $45.65 $213K - $251K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
Q3 2024 Filed on Oct 23, 2024
134,485
$20.94 - $22.17 $2.82M - $2.98M
KEYS
Keysight Technologies, Inc.

Technology
Q3 2024 Filed on Oct 23, 2024
1,877
$119.86 - $158.87 $225K - $298K
TTE
Total Energies Se

Energy
Q3 2024 Filed on Oct 23, 2024
3,060
$68.61 - $68.61 $210K - $210K
WFC
Wells Fargo & Company

Financial Services
Q3 2024 Filed on Oct 23, 2024
3,518
$51.58 - $60.97 $181K - $214K
VUSB
Vanguard Bd Index Fds
Q2 2024 Filed on Oct 23, 2024
15,020
N/A
PDI
Pimco Dynamic Income Fund

Financial Services
Q4 2023 Filed on Oct 23, 2024
13,357
$15.53 - $18.16 $207K - $243K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Oct 23, 2024
8,566
$42.87 - $50.75 $367K - $435K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2022 Filed on Oct 23, 2024
9,614
$41.99 - $50.63 $404K - $487K
SOFI
So Fi Technologies, Inc.

Financial Services
Q2 2024 Filed on Oct 23, 2024
400,010
$6.32 - $7.89 $2.53M - $3.16M
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on Oct 23, 2024
8,778
$37.19 - $47.42 $326K - $416K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2022 Filed on Oct 23, 2024
22,420
$27.57 - $28.82 $618K - $646K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
Q1 2024 Filed on Oct 23, 2024
5,369
$45.48 - $47.98 $244K - $258K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2023 Filed on Oct 23, 2024
9,528
$74.99 - $75.99 $715K - $724K
SOFI
So Fi Technologies, Inc.

Financial Services
Q4 2022 Filed on Oct 23, 2024
2,500
$4.3 - $5.95 $10.8K - $14.9K
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