Convergence Financial, LLC Purchases and Sells in Q4 2024

Convergence Financial, LLC

$501 Billion
Q4 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	1.7K + 6.26%	$213.65 - $479.86 $363K - $816K	28.9K $11.7B
SPYV	104K + 20.51%	$51.09 - $55.27 $5.29M - $5.72M	609K $31.1B
XLK	7.52K + 17.66%	$220.26 - $241.44 $1.66M - $1.82M	50.1K $11.6B
AVGO	85 + 0.32%	$159.67 - $250.0 $13.6K - $21.3K	27K $6.26B
SLYV	15.7K + 7.2%	$84.34 - $95.14 $1.33M - $1.5M	234K $20.4B
MDYV	15.7K + 6.26%	$78.43 - $87.17 $1.23M - $1.36M	266K $21.3B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLCB	1.21M New	$21.01 - $22.0 $25.4M - $26.6M	1.21M $25.5B
SIMPLIFY EXCHANGE TRADED FUN	236K New	N/A	236K $11.8B
VUSB	21.8K New	N/A	21.8K $1.08B
BLACKROCK INC	783 New	N/A	783 $802M
WINN	19.2K New	N/A	19.2K $523M
GRAYSCALE BITCOIN MINI TR ET	11.4K New	N/A	11.4K $478M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-468K - 30.76%	$24.94 - $26.14 $11.7M - $12.2M	1.05M $26.3B
SPSB	-265K - 92.13%	$29.77 - $30.19 $7.9M - $8.01M	22.7K $677M
BIL	-70.1K - 16.35%	$91.29 - $91.8 $6.4M - $6.43M	359K $32.8B
SPDW	-47K - 36.33%	$34.13 - $37.35 $1.6M - $1.76M	82.4K $2.81B
VTI	-4.63K - 80.49%	$280.04 - $302.45 $1.3M - $1.4M	1.12K $325M
SPLG	-19.1K - 16.96%	$66.77 - $71.52 $1.27M - $1.36M	93.4K $6.44B

Activity Summary All Purchases 91 New Holdings 17 Increased Positions 74 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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