Convergence Financial, LLC

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Cathleen Wrisberg - CCO
Location
Columbia, MO
Holdings as of
31 Mar 2022
Value $
$93,223,558
Num holdings
22
Filing time
23 Oct 2024, 17:18:41 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SLYV, SLYG, MDYV, MDYG, and SPYV.
Previous filing
Q4 2021 - 23 Oct 2024
Next filing
Q2 2022 - 23 Oct 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q1 compared to 2021 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Cathleen Wrisberg CCO Columbia, Missouri 23 Oct 2024