Synergy Investment Management, LLC Ishares Morningstar U.S. Equit Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
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 $237,441. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,846Holding current value
$237,441% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
185Shares Held
5.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.5 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.5 Million0.35% of portfolio
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Ameriprise Financial Inc Minneapolis, MN413KShares$34.5 Million0.01% of portfolio
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Advisor Shares Investments LLC Bethesda, MD372KShares$31 Million5.84% of portfolio
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Wells Fargo & Company San Francisco, CA364KShares$30.4 Million0.01% of portfolio