Synergy Financial Management, LLC
Holdings in INVA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,486,436 | 74,359 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $1,851,626 | 101,459 | Shares | Other | 2025-10-21 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,486,436 | 74,359 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $1,851,626 | 101,459 | Shares | Other | 2025-10-21 |