Synergy Investment Management, LLC Ishares S&P 100 ETF Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 12,551 shares of OEF stock, worth $3.34 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
12,551
Previous 7,900
58.87%
Holding current value
$3.34 Million
Previous $2.14 Billion
78.53%
% of portfolio
2.3%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
1,022Shares Held
50.9MCall Options Held
49.4KPut Options Held
42.5K-
Bank Of America Corp Charlotte, NC6.57MShares$1.75 Billion0.13% of portfolio
-
Envestnet Asset Management Inc5.89MShares$1.57 Billion0.48% of portfolio
-
Fifth Third Bancorp2.68MShares$714 Million2.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$713 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$542 Million0.04% of portfolio