Synergy Financial Management, LLC
Holdings in CFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $33,832,123 | 579,218 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $60,434,466 | 1,136,841 | Shares | Other | 2025-10-21 |
| 2022-03-31 | $2,102,541 | 46,383 | Shares | Sole | 2022-05-05 |