Synergy Financial Group, LTD

Q3 2023 13F Holdings

Location
San Ramon, CA
Holdings as of
9/30/2023
Value ($000)
$71,637
Num holdings
77
Date filed
11/1/2023
Form type
13F-HR
Prev filing
8/16/2023
Next filing
2/14/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type