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

Synergy Asset Management, LLC

$851 Million
Q2 2025

Shares

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

38

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Laurel Wealth Advisors LLC Charlotte, NC

555K
Shares

$30.8 Million
0.14% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

282K
Shares

$15.6 Million
1.84% of portfolio
Janney Montgomery Scott LLC

102K
Shares

$5.63 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

54.9K
Shares

$3.05 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

45.8K
Shares

$2.54 Million
0.23% of portfolio

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