Number of Shares
31,448
Previous 126,534 75.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
N/A
-95,086 Reduced 75.15%
31,448 $0
Q1 2025

Apr 22, 2025

SELL
N/A
-167,444 Reduced 56.96%
126,534 $0
Q4 2024

Jan 23, 2025

BUY
N/A
293,978 New
293,978 $0
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.