Synergy Asset Management, LLC's ownership history for ICVT

Synergy Asset Management, LLC currently holds 10.5K shares with a market value of $943.3K. It started holding ICVT on 2024-09-30. At its peak, it held 10.5K shares on 2025-09-30. Its highest holding value was $943.3K on 2025-09-30. At its lowest, it held 3.9K shares on 2024-09-30, with a value of $324.1K on 2024-09-30. In the recent 180 days, Synergy Asset Management, LLC has increased its shares by 5.3K. In the recent year, Synergy Asset Management, LLC has increased its shares by 6.6K.