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Convergence Long/short Equity Etf shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 144k 22.27
2024-06-30 $3.5M 164k 21.44
2024-03-31 $2.8M 135k 20.44
2023-12-31 $4.6M 268k 17.05