Synergy Investment Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,536 shares of LMBS stock, worth $123,908. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,536
Previous 2,391
6.06%
Holding current value
$123,908
Previous $116 Million
7.13%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
453Shares Held
82.1MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$630 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$452 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.08MShares$248 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$167 Million0.07% of portfolio