Synergy Asset Management, LLC Ishares U.S. Consumer Staples Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IYK
# of Institutions
264Shares Held
10MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$105 Million1.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$52.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC716KShares$50.9 Million0.02% of portfolio
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Morgan Stanley New York, NY686KShares$48.7 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC574KShares$40.8 Million0.0% of portfolio