Synergy Investment Management, LLC Wisdomtree Tr U.S Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
259Shares Held
6.7MCall Options Held
0Put Options Held
0-
Cwm, LLC844KShares$85.1 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA503KShares$50.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC423KShares$42.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$40.9 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL376KShares$37.9 Million0.06% of portfolio