Convergence Financial, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025
Number of Shares
253,338
Previous 236,472 7.13%
Holding current value
$12.7 Billion
Previous $11.8 Billion 8.1%
% of portfolio
2.49%
Previous 2.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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