Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
N/A
2,084 Added 23.38%
10,998 $0
Q1 2024

Apr 18, 2024

BUY
N/A
3,629 Added 68.67%
8,914 $0
Q4 2023

Jan 19, 2024

BUY
N/A
1,427 Added 36.99%
5,285 $0
Q3 2023

Nov 14, 2023

BUY
N/A
3,858 New
3,858 $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.