Synergy Investment Management, LLC Msci Eafe Value ETF Transaction History
Synergy Investment Management, LLC
- $262 Billion
- Q3 2025
A detailed history of Synergy Investment Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 57,690 shares of EFV stock, worth $4.05 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
57,690
Previous 87,204
33.84%
Holding current value
$4.05 Million
Previous $5.54 Billion
29.31%
% of portfolio
1.49%
Previous 3.34%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,252Shares Held
350MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio