Synergy Investment Management, LLC CAPITAL GROUP Transaction History

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025
Number of Shares
14,500
Holding current value
$502 Million
% of portfolio
0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
14,500 New
14,500 $502 Million
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
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email