Synergy Investment Management, LLC CAPITAL GROUP Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
18,850
Previous 3,600 423.61%
Holding current value
$511 Million
Previous $95.5 Million 434.96%
% of portfolio
0.21%
Previous 0.04%

Shares

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

Apr 29, 2025
BUY
N/A
15,250 Added 423.61%
18,850 $511 Million
Q4 2024

Feb 06, 2025
BUY
N/A
3,600 New
3,600 $95.5 Million
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