Synergy Investment Management, LLC BLACKROCK ISHARES Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
1,406
Previous 3,906 64.0%
Holding current value
$72.8 Million
Previous $202 Million 63.99%
% of portfolio
0.03%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-2,500 Reduced 64.0%
1,406 $72.8 Million
Q4 2024

Feb 06, 2025
BUY
N/A
3,906 New
3,906 $202 Million
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