A detailed history of Convergence Financial, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Convergence Financial, LLC holds 37,361 shares of SPGM stock, worth $2.4 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
37,361
Previous 37,290 0.19%
Holding current value
$2.4 Million
Previous $2.27 Billion 6.77%
% of portfolio
0.51%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$57.85 - $64.92 $4,107 - $4,609
71 Added 0.19%
37,361 $2.42 Billion
Q2 2024

Oct 23, 2024

BUY
$56.67 - $60.99 $773,942 - $832,940
13,657 Added 57.79%
37,290 $2.27 Billion
Q1 2024

Oct 23, 2024

BUY
$54.21 - $59.68 $1.28 Million - $1.41 Million
23,633 New
23,633 $1.41 Billion

Others Institutions Holding SPGM

About SPDR INDEX SHS FDS S SPDR PORT


  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.