Synergy Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 122,121 shares of SPHQ stock, worth $8.08 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
122,121
Previous 94,687
28.97%
Holding current value
$8.08 Million
Previous $6.35 Billion
27.65%
% of portfolio
3.38%
Previous 2.73%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
633Shares Held
111MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC10MShares$664 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$511 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$505 Million1.03% of portfolio
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Morgan Stanley New York, NY5.48MShares$362 Million0.03% of portfolio
-
Fifth Third Bancorp4.35MShares$288 Million1.1% of portfolio