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Convergence Long/Short Equity ETF
CLSE
CLSE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Goldman Sachs
New York
| $203K | +$195K | +9,113 | New |
|
27
Allworth Financial
Folsom,
California
| $144K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | +$21.4K | +1,000 | New |
|
|
PTC
29
Private Trust Company
Cleveland,
Ohio
| $13.9K | – | – | – |
|
30
Parallel Advisors
San Francisco,
California
| $4.63K | – | – | – |
|
|
VWM
31
Venturi Wealth Management
Austin,
Texas
| $4.45K | – | – | – |
|
32
Bank of America
Charlotte,
North Carolina
| – | -$41.2K | -1,922 | Closed |
|