Synergy Investment Management, LLC Global X Fds Adaptive U S Fact Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,145 shares of AUSF stock, worth $51,845. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,145
Previous 516
121.9%
Holding current value
$51,845
Previous $21.7 Million
130.64%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AUSF
# of Institutions
53Shares Held
9.15MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.56MShares$207 Million0.37% of portfolio
-
Waddell & Associates, LLC1.42MShares$64.4 Million8.33% of portfolio
-
Commonwealth Equity Services, LLC623KShares$28.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC422KShares$19.1 Million0.01% of portfolio
-
Tidemark, LLC San Diego, CA307KShares$13.9 Million5.08% of portfolio