Materials SPDR shares owned by Convergent Wealth Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Convergent Wealth Advisors
from 13F filings
Historical chart of Convergent Wealth Advisors investment in Materials SPDR
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All positions including Materials SPDR held by Convergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Materials SPDR by Convergent Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2015-09-30 | $923k | 23k | 39.93 |
2015-03-31 | $312k | 6.4k | 48.79 |
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