Synergy Asset Management, LLC Etfis Ser Tr I Virtus Private Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding VPC
# of Institutions
26Shares Held
669KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ158KShares$3.54 Million0.01% of portfolio
-
Hedeker Wealth, LLC102KShares$2.29 Million0.63% of portfolio
-
Delta Investment Management, LLC90.1KShares$2.02 Million0.47% of portfolio
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Avantax Advisory Services, Inc.52.8KShares$1.18 Million0.01% of portfolio
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Commonwealth Equity Services, LLC52.1KShares$1.17 Million0.0% of portfolio