Synergy Asset Management, LLC's ownership history for IWY


Synergy Asset Management, LLC currently holds 2.1K shares with a market value of $519.1K. It started holding IWY on 2024-12-31. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $674.8K on 2025-09-30. At its lowest, it held 49 shares on 2024-12-31, with a value of $10.8K on 2024-12-31. In the recent 180 days, Synergy Asset Management, LLC has decreased its shares by 380.


Synergy Asset Management, LLC's ownership history for IWY