Synergy Investment Management, LLC CAPITAL GROUP Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
13,050
Previous 6,700 94.78%
Holding current value
$403 Million
Previous $199 Million 103.06%
% of portfolio
0.17%
Previous 0.09%

Shares

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

Apr 29, 2025
BUY
N/A
6,350 Added 94.78%
13,050 $403 Million
Q4 2024

Feb 06, 2025
BUY
N/A
6,700 New
6,700 $199 Million
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