Synergy Asset Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding SPHB
# of Institutions
131Shares Held
4.23MCall Options Held
109KPut Options Held
99K-
Assetmark, Inc1.14MShares$102 Million0.3% of portfolio
-
Morgan Stanley New York, NY406KShares$36.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA391KShares$35 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY268KShares$24 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL195KShares$17.5 Million0.01% of portfolio