Synergy Investment Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Synergy Investment Management, LLC holds 4,618 shares of SCHY stock, worth $111,801. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,618Holding current value
$111,801% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
134Shares Held
9.31MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$48 Million0.2% of portfolio
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Summit Asset Management, LLC Memphis, TN669KShares$16.2 Million1.72% of portfolio
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Pathstone Family Office, LLC Englewood, NJ377KShares$9.13 Million0.06% of portfolio
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Envestnet Asset Management Inc328KShares$7.94 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ257KShares$6.21 Million0.02% of portfolio