Synergy Asset Management, LLC Spdr Doubleline Short Duration Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding STOT
# of Institutions
71Shares Held
3.36MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC565KShares$26.7 Million5.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$23.6 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC391KShares$18.5 Million0.32% of portfolio
-
Journey Advisory Group, LLC192KShares$9.06 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC164KShares$7.75 Million0.0% of portfolio