Synergy Investment Management, LLC Ishares Global Materials ETF Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Global Materials ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 35 shares of MXI stock, worth $2,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$2,841
Previous $2.72 Million
5.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MXI
# of Institutions
95Shares Held
1.04MCall Options Held
4.1KPut Options Held
0-
Pathway Financial Advisors LLC147KShares$12 Million2.33% of portfolio
-
Morgan Stanley New York, NY135KShares$10.9 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL100KShares$8.14 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC80.9KShares$6.57 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA62.2KShares$5.05 Million0.0% of portfolio