Synergy Asset Management, LLC First Tr ETF Vi Dorseywright D Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DALI
# of Institutions
20Shares Held
4.14MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.67MShares$87.4 Million13.81% of portfolio
-
Prospera Financial Services Inc165KShares$3.92 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC86.3KShares$2.05 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.35 Million0.01% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA46.2KShares$1.1 Million0.0% of portfolio