Who owns CONVERGENCE LONG/SHORT EQUITY ETF?
- Ticker: CLSE
- CUSIP Number: 89834g760
Tip: Access positions for across all investors
Analyze quarterly positions in Convergence Long/short Equity Etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Convergence Long/short Equity Etf stock
Who bought or sold CONVERGENCE LONG/SHORT EQUITY ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Riverwater Partners | 665k | $14M | -3% | Mar 2024 |
|
Flagship Harbor Advisors | 295k | $6.0M | 72% | Mar 2024 |
|
Creative Planning | 268k | $4.6M | 100% | Dec 2023 |
|
Mariner Wealth Advisors | 102k | $1.7M | -1% | Dec 2023 |
|
Parallel Advisors | 208.00 | $3.5k | 0% | Dec 2023 |
|
Venturi Wealth Management | 100.00 | $2.0k | 100% | Mar 2024 |
|
UBS Group | 25.00 | $426.000000 | -95% | Dec 2023 |
|
Who sold out of Convergence Long/short Equity Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Harbour Investments | Sep 2023 | 13k | $211k |