LLBH Private Wealth Management »

Convergence Long/short Equity Etf shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management 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 LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Convergence Long/short Equity Etf by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 11k 27.33

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)

View all positions for LLBH Private Wealth Management

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Riverwater Partners
Janney Montgomery Scott
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Sowell Financial Services
Tactive Advisors
Rockefeller Capital Management
Liberty Square Wealth Partners
Accurate Wealth Management
Creative Planning
Global Retirement Partners
Park Avenue Securities

View all funds holding Convergence Long/short Equity Etf