Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding RPV
# of Institutions
231Shares Held
23.8MCall Options Held
5.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX12.6MShares$1.16 Billion0.16% of portfolio
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Morgan Stanley New York, NY1.56MShares$144 Million0.01% of portfolio
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Regentatlantic Capital LLC Morristown, NJ1.46MShares$135 Million3.04% of portfolio
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Bank Of America Corp Charlotte, NC1.32MShares$122 Million0.01% of portfolio
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Principal Financial Group Inc Des Moines, IA1.15MShares$106 Million0.06% of portfolio