Synergy Asset Management, LLC's ownership history for SPY

Synergy Asset Management, LLC currently holds 12.2K shares with a market value of $7.8M. It started holding SPY on 2024-09-30. At its peak, it held 12.2K shares on 2025-09-30. Its highest holding value was $7.8M on 2025-09-30. 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 increased its shares by 9.1K. In the recent year, Synergy Asset Management, LLC has increased its shares by 8.0K.