Synergy Asset Management, LLC Ishares Tr U S Utils ETF Transaction History
Synergy Asset Management, LLC
- $902 Million
- Q4 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,859 shares of IDU stock, worth $207,650. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,859Holding current value
$207,650% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IDU
# of Institutions
316Shares Held
8.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC990KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$77.7 Million0.0% of portfolio
-
Destination Wealth Management611KShares$68.2 Million1.93% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$51.2 Million0.78% of portfolio
-
Steward Partners Investment Advisory, LLC381KShares$42.6 Million0.25% of portfolio