Synergy Asset Management, LLC First Tr Nasdaq Clean Edge Gre Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
7 transactions
Others Institutions Holding QCLN
# of Institutions
167Shares Held
2.98MCall Options Held
0Put Options Held
400-
Morgan Stanley New York, NY324KShares$15.2 Million0.0% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA226KShares$10.6 Million0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC188KShares$8.87 Million0.0% of portfolio
-
Ubs Group Ag166KShares$7.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC153KShares$7.22 Million0.0% of portfolio