Convergence Financial, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025
Number of Shares
328,818
Previous 276,099 19.09%
Holding current value
$16.6 Billion
Previous $13.8 Billion 19.71%
% of portfolio
2.49%
Previous 2.38%

Shares

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

Nov 07, 2025
BUY
N/A
52,719 Added 19.09%
328,818 $16.6 Billion
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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