Synergy Asset Management, LLC Ishares Tr Genomics Immunology Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
Shares
	  1 transactions
	
  Others Institutions Holding IDNA
# of Institutions
56Shares Held
2.19MCall Options Held
0Put Options Held
0- 
    
      Ubs Group Ag552KShares$13.7 Million0.0% of portfolio
- 
    
      Wharton Business Group, LLC Malvern, PA291KShares$7.21 Million0.25% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC270KShares$6.7 Million0.0% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL136KShares$3.36 Million0.0% of portfolio
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      Morgan Stanley New York, NY132KShares$3.26 Million0.0% of portfolio