Synergy Investment Management, LLC ISHARES FLEXIBLE Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
66,139
Previous 55,284 19.63%
Holding current value
$3.46 Billion
Previous $2.88 Billion 20.46%
% of portfolio
1.45%
Previous 1.24%

Shares

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

Apr 29, 2025
BUY
N/A
10,855 Added 19.63%
66,139 $3.46 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
55,284 New
55,284 $2.88 Billion
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