Convergence Financial, LLC Spdr Portfolio Aggregate Bond Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Convergence Financial, LLC holds 1,522,309 shares of SPAB stock, worth $38.8 Million. This represents 8.45% of its overall portfolio holdings.
Number of Shares
1,522,309
Previous 678,768
124.28%
Holding current value
$38.8 Million
Previous $17 Billion
133.66%
% of portfolio
8.45%
Previous 4.5%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
488Shares Held
242MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$582 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio