Synergy Investment Management, LLC's ownership history for SPY

Synergy Investment Management, LLC currently holds 695 shares with a market value of $451.9K. It started holding SPY on 2024-12-31. At its peak, it held 695 shares on 2026-03-31. Its highest holding value was $451.9K on 2026-03-31. At its lowest, it held 363 shares on 2024-12-31, with a value of $212.7K on 2024-12-31. In the recent 180 days, Synergy Investment Management, LLC has increased its shares by 85. In the recent year, Synergy Investment Management, LLC has increased its shares by 307.