Synergy Investment Management, LLC Ishares Tr Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 18,069 shares of MBB stock, worth $1.69 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
18,069
Previous 35,132
48.57%
Holding current value
$1.69 Million
Previous $3.22 Billion
47.39%
% of portfolio
0.71%
Previous 1.39%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
1,025Shares Held
359MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.13 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.85 Billion0.39% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.5 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.28 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.85 Billion0.73% of portfolio