Synergy Investment Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Synergy Investment Management, LLC
- $262 Billion
- Q3 2025
A detailed history of Synergy Investment Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 251,837 shares of UCON stock, worth $6.35 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
251,837Holding current value
$6.35 Million% of portfolio
2.42%Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
301Shares Held
101MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$268 Million0.08% of portfolio
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Morgan Stanley New York, NY7.82MShares$197 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA5.94MShares$150 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4MShares$101 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.8MShares$95.7 Million0.01% of portfolio