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 $247,568. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,224
Previous 4,238
0.33%
Holding current value
$247,568
Previous $217 Million
6.23%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.29 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.01 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$715 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$343 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$337 Million10.91% of portfolio