Synergy Asset Management, LLC Spdr Doubleline Short Duration Transaction History
Synergy Asset Management, LLC
- $620 Million
- Q2 2024
A detailed history of Synergy Asset Management, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Synergy Asset Management, LLC holds 18,526 shares of STOT stock, worth $874,056. This represents 0.14% of its overall portfolio holdings.
Number of Shares
18,526
Previous 20,370
9.05%
Holding current value
$874,056
Previous $957,000
9.4%
% of portfolio
0.14%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding STOT
# of Institutions
61Shares Held
2.26MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC517KShares$24.4 Million6.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$14.7 Million0.01% of portfolio
-
Paragon Capital Management Inc Provo, UT133KShares$6.29 Million4.76% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA127KShares$6.01 Million4.63% of portfolio
-
Lineweaver Wealth Advisors, LLC83KShares$3.92 Million0.85% of portfolio