Synergy Financial Group, LTD Ishares Morningstar Small Cap Transaction History
Synergy Financial Group, LTD
- $106 Million
- Q1 2025
A detailed history of Synergy Financial Group, LTD transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Synergy Financial Group, LTD holds 7,192 shares of ISCG stock, worth $340,972. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,192
Previous 7,192
-0.0%
Holding current value
$340,972
Previous $355,000
9.01%
% of portfolio
0.31%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
150Shares Held
7.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$50.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$22.1 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$18.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$18.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$17.6 Million0.0% of portfolio