Synergy Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
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 94,687 shares of SPHQ stock, worth $6.46 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
94,687Holding current value
$6.46 Million% of portfolio
2.73%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$848 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$836 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$595 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$535 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$524 Million9.98% of portfolio