Synergy Asset Management, LLC Etfis Ser Tr I Virtus Private Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
Shares
4 transactions
Others Institutions Holding VPC
# of Institutions
27Shares Held
595KCall Options Held
0Put Options Held
0-
Delta Investment Management, LLC113KShares$2.1 Million0.5% of portfolio
-
Avantax Advisory Services, Inc.78.1KShares$1.45 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA58.6KShares$1.09 Million0.21% of portfolio
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Cetera Investment Advisers Schaumburg, IL43.6KShares$808,3340.0% of portfolio
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Commonwealth Equity Services, LLC41.6KShares$770,8260.0% of portfolio