Synergy Investment Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,506 shares of XMLV stock, worth $150,410. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,506
Previous 3,006
16.63%
Holding current value
$150,410
Previous $183 Million
15.4%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
216Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY576KShares$34.6 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.1 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.453KShares$27.2 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC394KShares$23.6 Million0.01% of portfolio
-
Brookstone Capital Management344KShares$20.6 Million0.35% of portfolio