Synergy Financial Group, LTD

Q4 2023 13F Holdings

Location
San Ramon, CA
Holdings as of
12/31/2023
Value ($000)
$81,597
Num holdings
87
Date filed
2/14/2024
Form type
13F-HR
Prev filing
11/1/2023
Next filing
5/15/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type