Synergy Asset Management, LLC's ownership history for SPY

Synergy Asset Management, LLC currently holds 3.9K shares with a market value of $2.6M. It started holding SPY on 2024-09-30. At its peak, it held 19.8K shares on 2025-12-31. Its highest holding value was $13.5M on 2025-12-31. At its lowest, it held 3.1K shares on 2025-03-31, with a value of $1.7M on 2025-03-31. In the recent 180 days, Synergy Asset Management, LLC has decreased its shares by 8.3K. In the recent year, Synergy Asset Management, LLC has increased its shares by 829.