Synergy Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Synergy Investment Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.82M	Buy
2025 Q1	$2.14M	Buy
2024 Q4	$507K	Buy