Synergy Asset Management, LLC Ishares Tr Russell 200 Value E Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,353 shares of IWX stock, worth $293,320. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,353Holding current value
$293,320% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
231Shares Held
46.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.1 Billion2.79% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$710 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$575 Million2.27% of portfolio
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First Citizens Bank & Trust CO6.21MShares$543 Million8.06% of portfolio
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Ae Wealth Management LLC1.02MShares$89 Million0.73% of portfolio