Synergy Asset Management, LLC Vanguard World Fd Esg Intl Stk Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,305 shares of VSGX stock, worth $199,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,305
Previous 3,305
-0.0%
Holding current value
$199,555
Previous $203,000
7.88%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VSGX
# of Institutions
375Shares Held
48.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.58 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$201 Million0.0% of portfolio
-
Brooklyn Fi, LLC New York, NY2.07MShares$125 Million0.64% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$76.4 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$65.3 Million4.33% of portfolio