Synergy Asset Management, LLC Legg Mason ETF Invt Tr Westn A Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding WINC
# of Institutions
13Shares Held
374KCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC104KShares$2.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.7KShares$2.23 Million0.0% of portfolio
-
Encompass More Asset Management Danville, CA80.5KShares$1.94 Million0.75% of portfolio
-
Choreo, LLC Minneapolis, MN27KShares$648,1180.01% of portfolio
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Per Stirling Capital Management, Llc. Austin, TX24KShares$576,5750.08% of portfolio