Synergy Financial Group, LTD's ownership history for SPY

Synergy Financial Group, LTD currently holds 378 shares with a market value of $245.5K. It started holding SPY on 2024-09-30. At its peak, it held 524 shares on 2025-03-31. Its highest holding value was $323.8K on 2025-06-30. At its lowest, it held 377 shares on 2025-12-31, with a value of $232.9K on 2024-09-30. In the recent 180 days, Synergy Financial Group, LTD has decreased its shares by 106. In the recent year, Synergy Financial Group, LTD has decreased its shares by 146.