Synergy Investment Management, LLC Ishares Tr Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 18,069 shares of MBB stock, worth $1.69 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
18,069
Previous 35,132
48.57%
Holding current value
$1.69 Million
Previous $3.22 Billion
47.39%
% of portfolio
0.71%
Previous 1.39%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
1,049Shares Held
369MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.85 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.75 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.5 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.27 Billion0.92% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.24 Billion5.9% of portfolio