Synergy Investment Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding XSOE
# of Institutions
250Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.35MShares$125 Million1.38% of portfolio
-
Morgan Stanley New York, NY2.79MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$78.3 Million0.01% of portfolio
-
Valmark Advisers, Inc.1.64MShares$61.1 Million0.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$57 Million0.02% of portfolio