Synergy Investment Management, LLC Ishares Core Dividend Growth E Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Synergy Investment Management, LLC holds 622 shares of DGRO stock, worth $40,374. This represents 0.02% of its overall portfolio holdings.
Number of Shares
622
Previous 600
3.67%
Holding current value
$40,374
Previous $36.8 Million
4.54%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,241Shares Held
294MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.17 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.1 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.02 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$664 Million0.25% of portfolio