Synergy Asset Management, LLC Ishares U.S. Consumer Staples Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding IYK
# of Institutions
276Shares Held
10.9MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.58MShares$107 Million2.31% of portfolio
-
Bank Of America Corp Charlotte, NC962KShares$65.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC920KShares$62.5 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN724KShares$49.2 Million0.01% of portfolio
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Morgan Stanley New York, NY649KShares$44.1 Million0.0% of portfolio