Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,676 shares of XMMO stock, worth $212,365. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,676
Previous 1,676
-0.0%
Holding current value
$212,365
Previous $201,000
2.99%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
356Shares Held
16.6MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$471 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$340 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.14MShares$145 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$106 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO633KShares$80.2 Million0.07% of portfolio