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Convergence Long/short Equity Etf shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 442k 22.27
2024-06-30 $6.4M 298k 21.44
2024-03-31 $2.2M 107k 20.44
2023-09-30 $396k 25k 16.18
2023-06-30 $204k 13k 15.81
2023-03-31 $210k 14k 15.16
2022-12-31 $234k 16k 14.69
2022-09-30 $230k 17k 13.87
2022-06-30 $215k 15k 14.43

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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
Per Stirling Capital Management
Brookstone Capital Management
Cary Street Partner Investment Advisory
GG Group Ventures

View all funds holding Convergence Long/short Equity Etf