Convergence Financial, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024
Number of Shares
27,071
Previous 25,044 8.09%
Holding current value
$1.68 Billion
Previous $1.53 Billion 9.68%
% of portfolio
0.33%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
N/A
2,027 Added 8.09%
27,071 $1.68 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
6,493 Added 35.0%
25,044 $1.53 Billion
Q2 2024

Oct 23, 2024
BUY
N/A
18,551 New
18,551 $1.09 Billion
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email