Synergy Investment Management, LLC CAPITAL GROUP Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
31,115
Previous 17,515 77.65%
Holding current value
$964 Million
Previous $548 Million 76.0%
% of portfolio
0.4%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
13,600 Added 77.65%
31,115 $964 Million
Q4 2024

Feb 06, 2025
BUY
N/A
17,515 New
17,515 $548 Million
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