Synergy Investment Management, LLC CAPITAL GROUP Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
39,945
Previous 11,995 233.01%
Holding current value
$1.05 Billion
Previous $309 Million 239.34%
% of portfolio
0.44%
Previous 0.13%

Shares

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

Apr 29, 2025
BUY
N/A
27,950 Added 233.01%
39,945 $1.05 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
11,995 New
11,995 $309 Million
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