Synergy Asset Management, LLC Etfis Ser Tr I Virtus Private Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding VPC
# of Institutions
29Shares Held
630KCall Options Held
0Put Options Held
0-
Delta Investment Management, LLC161KShares$3.3 Million0.78% of portfolio
-
Avantax Advisory Services, Inc.78.1KShares$1.6 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA47.6KShares$973,0310.21% of portfolio
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Commonwealth Equity Services, LLC46.7KShares$953,9920.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL43.6KShares$891,1290.0% of portfolio