Synergy Investment Management, LLC Ishares Morningstar U.S. Equit Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,846 shares of ILCB stock, worth $244,983. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,846
Previous 2,846
-0.0%
Holding current value
$244,983
Previous $231 Million
4.81%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
187Shares Held
5.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY518KShares$44.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN477KShares$41.1 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY384KShares$33.1 Million0.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$21.9 Million0.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL192KShares$16.6 Million0.02% of portfolio