Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PFI

# of Institutions

37

Shares Held

807K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

271K
Shares

$16.3 Million
1.46% of portfolio
Janney Montgomery Scott LLC

119K
Shares

$7.16 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.8K
Shares

$3.42 Million
0.0% of portfolio
Rps Advisory Solutions LLC Louisville, KY

43K
Shares

$2.59 Million
1.53% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$2.38 Million
0.0% of portfolio

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