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 12 shares of PTH stock, worth $459. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$459

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$40.04 - $48.12 $480 - $577	12 New	12 $0

Others Institutions Holding PTH

# of Institutions

Shares Held

Call Options Held

Put Options Held

Morgan Stanley New York, NY

179K
Shares

$6.86 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

99.8K
Shares

$3.82 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

98.6K
Shares

$3.77 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

91.3K
Shares

$3.49 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

87.6K
Shares

$3.35 Million
2.49% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

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