Synergy Asset Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Synergy Asset Management, LLC

  • $574 Million
  • Q1 2024

A detailed history of Synergy Asset Management, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Synergy Asset Management, LLC holds 9,103 shares of GLRY stock, worth $270,268. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,103
Previous 10,344 12.0%
Holding current value
$270,268
Previous $275,000 0.73%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$26.19 - $30.05 $32,501 - $37,292
-1,241 Reduced 12.0%
9,103 $273,000
Q4 2023

Jan 19, 2024
SELL
$23.89 - $26.85 $13,091 - $14,713
-548 Reduced 5.03%
10,344 $275,000
Q3 2023

Nov 14, 2023
BUY
$25.07 - $26.43 $273,062 - $287,875
10,892 New
10,892 $274,000
Q4 2021

Feb 04, 2022
SELL
N/A
-213,913 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
N/A
213,913 New
213,913 $6.32 Million

Others Institutions Holding GLRY

# of Institutions
16
Shares Held
1.77M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

GLRY Quotes by TradingView
  • Ticker GLRY
  • Sector ETFs
  • Industry ETFs
More about GLRY
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email