Convergence Financial, LLC's ownership history for SPY

Convergence Financial, LLC currently holds 10.5K shares with a market value of $7.0M. It started holding SPY on 2022-06-30. At its peak, it held 10.5K shares on 2025-09-30. Its highest holding value was $7.0M on 2025-09-30. At its lowest, it held 2.0K shares on 2024-06-30, with a value of $1.1M on 2024-06-30. In the recent 180 days, Convergence Financial, LLC has increased its shares by 8.4K. In the recent year, Convergence Financial, LLC has increased its shares by 7.5K.