Convergence Financial, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025
Number of Shares
276,099
Previous 253,338 8.98%
Holding current value
$13.8 Billion
Previous $12.7 Billion 8.88%
% of portfolio
2.38%
Previous 2.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
22,761 Added 8.98%
276,099 $13.8 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
16,866 Added 7.13%
253,338 $12.7 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
236,472 New
236,472 $11.8 Billion
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