Synergy Investment Management, LLC Invesco Ex Traded Self Indx Fd Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Synergy Investment Management, LLC holds 31,223 shares of IUS stock, worth $1.6 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,223
Previous 12,508
149.62%
Holding current value
$1.6 Million
Previous $621 Million
148.08%
% of portfolio
0.64%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding IUS
# of Institutions
98Shares Held
7.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.3MShares$66.5 Million0.03% of portfolio
-
Aveo Capital Partners, LLC608KShares$31.2 Million5.68% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ477KShares$24.5 Million0.06% of portfolio
-
Rfg Bristol Wealth Advisors, LLC Taunton, MA465KShares$23.9 Million7.7% of portfolio
-
Intelligence Driven Advisers, LLC388KShares$19.9 Million3.72% of portfolio