Synergy Investment Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 75,982 shares of UCON stock, worth $1.89 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
75,982
Previous 74,475
2.02%
Holding current value
$1.89 Million
Previous $1.84 Billion
2.44%
% of portfolio
0.79%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
114MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$309 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$228 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio