Synergy Investment Management, LLC Schwab Fundamental U S Small C Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,054 shares of FNDA stock, worth $62,790. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,054Holding current value
$62,790% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
443Shares Held
234MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.09 Billion1.12% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$63.1 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.9 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.4 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.7 Million2.04% of portfolio