Synergy Asset Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Synergy Asset Management, LLC holds 768,888 shares of SGOV stock, worth $77.3 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
768,888
Previous 376,142
104.41%
Holding current value
$77.3 Million
Previous $37.9 Million
103.6%
% of portfolio
6.15%
Previous 5.87%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
789Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio