Synergy Asset Management, LLC First Tr Exchnge Traded Fd Vi Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Exchnge Traded Fd Vi stock. As of the latest transaction made, Synergy Asset Management, LLC holds 69,298 shares of DDIV stock, worth $2.5 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
69,298
Previous 41,647
66.39%
Holding current value
$2.5 Million
Previous $1.57 Million
66.37%
% of portfolio
0.34%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DDIV
# of Institutions
40Shares Held
1.2MCall Options Held
0Put Options Held
0-
Virtus Wealth Solutions LLC Cranford, NJ243KShares$8.76 Million2.78% of portfolio
-
Commonwealth Equity Services, LLC169KShares$6.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC156KShares$5.63 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC108KShares$3.88 Million0.04% of portfolio
-
Independent Advisor Alliance99.1KShares$3.58 Million0.05% of portfolio