Synergy Financial Group, LTD EPR Holdings History
Number of Shares
6,298.00
Current Holdings Value*
$331,340.00
% of Portfolio
0.3%
Total Estimate Gain
$60,712.72
% of Total Estimate Gain
19.65%
Synergy Financial Group, LTD's EPR Properties Holding Summary
As of 2025-03-31, Synergy Financial Group, LTD held 6,298.00 shares of EPR Properties(EPR), totaling $331,340.00. This investment constitutes 0.3% of their stock portfolio, and Synergy Financial Group, LTD now holds 0.01% of the outstanding EPR Properties(EPR) stock.
The initial trade took place in 2025Q1. And since then Synergy Financial Group, LTD has made 1 purchases of EPR, at an average price of $49.05, for a total of 6,298.00 shares. Based on historical transaction data and EPR's current price of $58.69, Synergy Financial Group, LTD's estimated gain on his EPR holdings is $60,712.72, reflecting a 19.65% gain to date.
Synergy Financial Group, LTD EPR ($58.69) Holding Chart
Synergy Financial Group, LTD EPR ($58.69) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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