COTTONWOOD CAPITAL ADVISORS, LLC CLSE Holdings History
COTTONWOOD CAPITAL ADVISORS, LLC's Convergence Long/Short Equity ETF Holding Summary
As of 2025-03-31, COTTONWOOD CAPITAL ADVISORS, LLC held 335,932.00 shares of Convergence Long/Short Equity ETF(CLSE), totaling $7.26 Mil. This investment constitutes 5.34% of their stock portfolio, and COTTONWOOD CAPITAL ADVISORS, LLC now holds 4.49% of the outstanding Convergence Long/Short Equity ETF(CLSE) stock.
The initial trade took place in 2024Q1. And since then COTTONWOOD CAPITAL ADVISORS, LLC has made 5 purchases of CLSE, at an average price of $19.54, for a total of 335,932.00 shares. Based on historical transaction data and CLSE's current price of $21.20, COTTONWOOD CAPITAL ADVISORS, LLC's estimated gain on his CLSE holdings is $556,413.94, reflecting a 8.48% gain to date.
COTTONWOOD CAPITAL ADVISORS, LLC CLSE ($21.20) Holding Chart
COTTONWOOD CAPITAL ADVISORS, LLC CLSE ($21.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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