Synergy Asset Management, LLC Ishares Trust Ishares Usd Gre Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Synergy Asset Management, LLC holds 65 shares of BGRN stock, worth $3,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,029

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$46.52 - $48.32 $3,023 - $3,140	65 New	65 $3,000

Others Institutions Holding BGRN

# of Institutions

118

Shares Held

6.5M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.22M
Shares

$56.7 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$44.5 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.2 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$27.5 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

527K
Shares

$24.6 Million
0.06% of portfolio

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About ISHARES TRUST ISHARES USD GRE

Ticker BGRN
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Synergy Asset Management, LLC Ishares Trust Ishares Usd Gre Transaction History