Convergence Financial, LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025
Number of Shares
40,814
Previous 16,806 142.85%
Holding current value
$1.59 Billion
Previous $653 Million 142.92%
% of portfolio
0.24%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
24,008 Added 142.85%
40,814 $1.59 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
5,359 Added 46.82%
16,806 $653 Million
Q1 2025

Apr 24, 2025
BUY
N/A
2,438 Added 27.06%
11,447 $445 Million
Q4 2024

Feb 04, 2025
BUY
N/A
9,009 New
9,009 $351 Million
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