Convergence Financial, LLC Spdr Portfolio Transaction History
Convergence Financial, LLC
- $501 Billion
- Q4 2024
A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Convergence Financial, LLC holds 4,230 shares of SPMD stock, worth $238,741. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,230
Previous 4,224
0.14%
Holding current value
$238,741
Previous $231 Million
0.16%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
683Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.13 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$976 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$689 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio