Synergy Asset Management, LLC First Tr Exchnge Traded Fd Vi Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding DDIV
# of Institutions
35Shares Held
1.11MCall Options Held
0Put Options Held
0-
Virtus Wealth Solutions LLC Cranford, NJ243KShares$9.39 Million2.78% of portfolio
-
Commonwealth Equity Services, LLC166KShares$6.41 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC153KShares$5.91 Million0.0% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ138KShares$5.33 Million0.89% of portfolio
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Steward Partners Investment Advisory, LLC61.1KShares$2.36 Million0.02% of portfolio