Synergy Financial Management, LLC
Holdings in AXS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $22,370,672 | 208,896 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $33,726,389 | 352,050 | Shares | Other | 2025-10-21 |
| 2025-06-30 | $22,397,815 | 215,737 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $26,499,446 | 264,360 | Shares | Sole | 2025-04-22 |