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Convergence Long/short Equity Etf shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Convergence Long/short Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Convergence Long/short Equity Etf held by Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 102k 20.44
2023-12-31 $1.7M 102k 17.05
2023-09-30 $1.7M 104k 16.18
2023-06-30 $1.7M 106k 15.81
2023-03-31 $1.5M 99k 15.16
2022-12-31 $1.5M 101k 14.68
2022-09-30 $1.4M 101k 13.86
2022-06-30 $1.5M 102k 14.44
2022-03-31 $1.6M 102k 15.80

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

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
Good Life Advisors
UBS Group
Hanson McClain Advisors
Parallel Advisors
Venturi Wealth Management

View all funds holding Convergence Long/short Equity Etf