Synergy Asset Management, LLC Ishares Tr Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 500 shares of LRGF stock, worth $30,935. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500Holding current value
$30,935% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$228 Million13.33% of portfolio
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Halbert Hargrove Global Advisors, LLC3.35MShares$207 Million11.27% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$122 Million4.3% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$114 Million0.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$114 Million22.74% of portfolio