Synergy Asset Management, LLC First Tr ETF Vi Dorseywright D Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DALI
# of Institutions
19Shares Held
4.09MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.65MShares$103 Million13.79% of portfolio
-
Prospera Financial Services Inc166KShares$4.7 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC81.9KShares$2.32 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.6 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ46.2KShares$1.31 Million0.0% of portfolio