Synergy Investment Management, LLC
Position in AUSF — Global X Adaptive U.S. Factor ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in AUSF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AUSF | $4,693,362 | 97,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AUSF | $4,087,098 | 88,141 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 AUSF | $4,031,161 | 86,673 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 AUSF | $49,979 | 1,145 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 AUSF | $21,672 | 516 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||