Synergy Asset Management, LLC Ishares Tr Us Small Cap Value Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding SVAL
# of Institutions
44Shares Held
3.92MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.3MShares$76.1 Million5.15% of portfolio
-
Bt Wealth Management LLC484KShares$16 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN319KShares$10.6 Million0.06% of portfolio
-
Truist Financial Corp171KShares$5.67 Million0.01% of portfolio
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Tocqueville Asset Management L.P. New York, NY134KShares$4.44 Million0.07% of portfolio