Synergy Asset Management, LLC Innovator Growth 100 Power Buf Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Innovator Growth 100 Power Buf stock. As of the latest transaction made, Synergy Asset Management, LLC holds 75 shares of NJUL stock, worth $4,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,804

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$60.22 - $63.94 $4,516 - $4,795	75 New	75 $4,000

Others Institutions Holding NJUL

# of Institutions

106

Shares Held

3.1M

Call Options Held

Put Options Held

Round Table Services, LLC

483K
Shares

$30.9 Million
3.99% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

163K
Shares

$10.5 Million
0.02% of portfolio
Mai Capital Management

128K
Shares

$8.22 Million
0.08% of portfolio
High Tower Advisors, LLC Chicago, IL

115K
Shares

$7.34 Million
0.01% of portfolio
Personal Cfo Solutions, LLC

110K
Shares

$7.03 Million
0.95% of portfolio

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About INNOVATOR GROWTH-100 POWER BUF

Ticker NJUL
Sector Technology

More about NJUL

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Synergy Asset Management, LLC Innovator Growth 100 Power Buf Transaction History