Synergy Asset Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
A detailed history of Synergy Asset Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Synergy Asset Management, LLC holds 16,696 shares of GRID stock, worth $2.11 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,696
Previous 1,919
770.04%
Holding current value
$2.11 Million
Previous $221,000
861.09%
% of portfolio
0.33%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding GRID
# of Institutions
260Shares Held
7.6MCall Options Held
0Put Options Held
0-
Assetmark, Inc803KShares$101 Million0.29% of portfolio
-
Morgan Stanley New York, NY646KShares$81.5 Million0.01% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$61.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$53 Million0.02% of portfolio