Synergy Investment Management, LLC ISHARES ADVANTAGE Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
6,293
Previous 5,150 22.19%
Holding current value
$181 Million
Previous $156 Million 16.3%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Apr 29, 2025
BUY
N/A
1,143 Added 22.19%
6,293 $181 Million
Q4 2024

Feb 06, 2025
BUY
N/A
5,150 New
5,150 $156 Million
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