Convergence Financial, LLC Purchases and Sells in Q1 2025

Convergence Financial, LLC

$509 Billion
Q1 2025

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	69.3K + 74.17%	$64.88 - $72.1 $4.5M - $5M	163K $10.7B
CGDV	77.9K + 360.67%	$34.95 - $37.36 $2.72M - $2.91M	99.5K $3.55B
SPDW	59.4K + 72.04%	$33.84 - $37.77 $2.01M - $2.24M	142K $5.16B
SPAB	66.5K + 6.31%	$24.73 - $25.62 $1.64M - $1.7M	1.12M $28.6B
CGGR	54.8K + 876.82%	$33.98 - $39.84 $1.86M - $2.18M	61.1K $2.09B
FLCB	60.1K + 4.97%	$20.83 - $21.52 $1.25M - $1.29M	1.27M $27.3B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GCOW	100K New	$33.63 - $37.64 $3.36M - $3.76M	100K $3.7B
SPLV	49K New	$68.32 - $75.06 $3.35M - $3.68M	49K $3.66B
FRANKLIN TEMPLETON DIGITAL H	18.8K New	N/A	18.8K $898M
DOV	4.16K New	$174.65 - $206.43 $726K - $858K	4.16K $730M
FIDELITY COVINGTON TRUST	24.3K New	N/A	24.3K $717M
MSI	1.01K New	$411.73 - $482.1 $415K - $486K	1.01K $442M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	-91K - 14.96%	$49.78 - $53.19 $4.53M - $4.84M	518K $26.4B
SPYG	-1.79K - 0.43%	$80.05 - $92.39 $143K - $165K	410K $33B
IJR	-22K - 55.45%	$102.49 - $119.96 $2.25M - $2.64M	17.7K $1.85B
NVDA	-2.07K - 2.75%	$106.98 - $149.43 $221K - $309K	73.2K $7.94B
IJH	-10.2K - 12.06%	$57.21 - $65.8 $585K - $673K	74.5K $4.35B
AMZN	-113 - 0.38%	$190.26 - $242.06 $21.5K - $27.4K	29.3K $5.57B

Activity Summary All Purchases 120 New Holdings 23 Increased Positions 97 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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