Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 100 shares of PFI stock, worth $6,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Holding current value

$6,029

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$54.89 - $63.81 $5,489 - $6,381	100 New	100 $5,000

Others Institutions Holding PFI

# of Institutions

Shares Held

756K

Call Options Held

Put Options Held

Transamerica Financial Advisors, Inc. Clearwater, FL

271K
Shares

$16.3 Million
1.46% of portfolio
Janney Montgomery Scott LLC

119K
Shares

$7.17 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.8K
Shares

$3.42 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$2.39 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

38.6K
Shares

$2.33 Million
0.22% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFI
Sector ETFs
Industry ETFs

More about PFI

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Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History