Synergy Asset Management, LLC Virtus ETF Tr Ii Virtus Terran Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding JOET
# of Institutions
36Shares Held
1.51MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA264KShares$9.58 Million0.0% of portfolio
-
Ahrens Investment Partners LLC189KShares$6.86 Million2.6% of portfolio
-
Morgan Stanley New York, NY177KShares$6.41 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC83.5KShares$3.03 Million0.0% of portfolio