Synergy Asset Management, LLC's ownership history for IVV

Synergy Asset Management, LLC currently holds 492 shares with a market value of $321.4K. It started holding IVV on 2024-12-31. At its peak, it held 1.4K shares on 2025-09-30. Its highest holding value was $898.8K on 2025-09-30. At its lowest, it held 116 shares on 2024-12-31, with a value of $66.7K on 2024-12-31. In the recent 180 days, Synergy Asset Management, LLC has decreased its shares by 915. In the recent year, Synergy Asset Management, LLC has increased its shares by 55.