Synergy Financial Management, LLC
Holdings in MVIS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,931 | 38,472 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $143,115 | 115,416 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $43,858 | 38,472 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $47,705 | 38,472 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $23,146 | 17,669 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $14,344 | 12,583 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $13,337 | 12,583 | Shares | Sole | 2024-08-05 |