Synergy Investment Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Synergy Investment Management, LLC holds 318 shares of WTV stock, worth $27,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares
318
Previous 318 -0.0%
Holding current value
$27,662
Previous $26.6 Million 1.69%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$79.95 - $89.42 $25,424 - $28,435
318 New
318 $26.6 Million

Others Institutions Holding WTV

# of Institutions
148
Shares Held
8.27M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email