Synergy Investment Management, LLC Msci Eafe Value ETF Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 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 45,528 shares of EFV stock, worth $2.99 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
45,528
Previous 68,157
33.2%
Holding current value
$2.99 Million
Previous $3.58 Billion
24.96%
% of portfolio
1.12%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
342MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.61 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$990 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$895 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$808 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$646 Million0.52% of portfolio