Synergy Asset Management, LLC Virtus ETF Tr Ii Virtus Terran Call Options Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JOET
# of Institutions
32Shares Held
1.31MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA197KShares$7.7 Million0.0% of portfolio
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Ahrens Investment Partners LLC189KShares$7.38 Million2.6% of portfolio
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Morgan Stanley New York, NY134KShares$5.25 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC116KShares$4.51 Million0.0% of portfolio
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Total Clarity Wealth Management, Inc.106KShares$4.14 Million1.31% of portfolio