Synergy Investment Management, LLC Ishares Core Dividend Growth E Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,286Shares Held
305MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.27 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.19 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$916 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$900 Million2.23% of portfolio