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Convergence Long/short Equity Etf shares owned by LPL Financial

Quarter-by-quarter ownership of Convergence Long/short Equity Etf (CLSE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Convergence Long/short Equity Etf by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 107k 20.44
2023-09-30 $396k 25k 16.18
2023-06-30 $204k 13k 15.81
2023-03-31 $210k 14k 15.16
2022-12-31 $234k 16k 14.69
2022-09-30 $230k 17k 13.87
2022-06-30 $215k 15k 14.43

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Convergence Long/short Equity Etf

Riverwater Partners
Flagship Harbor Advisors
Cottonwood Capital Advisors
Creative Planning
LPL Financial
Mariner Wealth Advisors
Belpointe Asset Management
Sigma Planning
Tactive Advisors
Good Life Advisors
UBS Group
Hanson McClain Advisors
Parallel Advisors
Venturi Wealth Management

View all funds holding Convergence Long/short Equity Etf