Synergy Asset Management, LLC First Exch Tr Fd Cboe Vest Gol Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
A detailed history of Synergy Asset Management, LLC transactions in First Exch Tr Fd Cboe Vest Gol stock. As of the latest transaction made, Synergy Asset Management, LLC holds 10,170 shares of BGLD stock, worth $215,909. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,170
Previous 3,868
162.93%
Holding current value
$215,909
Previous $70,000
204.29%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BGLD
# of Institutions
29Shares Held
2.2MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE885KShares$18.8 Million5.96% of portfolio
-
Maia Wealth LLC Denver, CO400KShares$8.49 Million1.58% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ217KShares$4.61 Million0.01% of portfolio
-
Envestnet Asset Management Inc139KShares$2.96 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.131KShares$2.78 Million0.01% of portfolio