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Synergy Asset Management’s PDF Solutions PDFS Stock Holding History

Synergy Asset Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$634 – 619
2024
Q4 		$634 Buy
+20
New +$634 ﹤0.01% 757