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Convergence Long/short Equity Etf shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Convergence Long/short Equity Etf (CLSE) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $609k 27k 22.27

More positions owned by Cary Street Partner Investment Advisory

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Amazon Stock (AMZN)
Ishares Msci Eafe Growth Etf Etf (EFG)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Procter And Gamble Stock (PG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adobe Stock (ADBE)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Convergence Long/short Equity Etf

Mainstay Capital Management
Riverwater Partners
Flagship Harbor Advisors
LPL Financial
Cottonwood Capital Advisors
Creative Planning
Good Life Advisors
Mariner Wealth Advisors
Sigma Planning
Belpointe Asset Management
Archford Capital Strategies
Brookstone Capital Management
Cary Street Partner Investment Advisory
GG Group Ventures
Sowell Financial Services

View all funds holding Convergence Long/short Equity Etf