Synergy Asset Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$173 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.42MShares$79.3 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.6 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC1.74MShares$40.3 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.69MShares$39.2 Million0.01% of portfolio