Synergy Investment Management, LLC

Q4 2024 13F Detailed Holdings

Location
Altamonte Springs, FL
Holdings as of
12/31/2024
Value ($000)
$232,546
Num holdings
639
Date filed
2/6/2025
Form type
13F-HR
Prev filing
Next filing
4/29/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None