Synergy Investment Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Synergy Investment Management, LLC holds 133,281 shares of FPEI stock, worth $2.44 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
133,281
Holding current value
$2.44 Million
% of portfolio
1.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$18.54 - $18.88 $2.47 Million - $2.52 Million
133,281 New
133,281 $2.49 Billion

Others Institutions Holding FPEI

# of Institutions
194
Shares Held
66.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email