Synergy Asset Management, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$32.18 - $33.19 $1.4 Million - $1.44 Million	-43,518 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$30.56 - $32.38 $1.33 Million - $1.41 Million	43,518 New	43,518 $1.41 Million

Others Institutions Holding DFEB

# of Institutions

111

Shares Held

4.95M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$67.8 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

291K
Shares

$12 Million
0.03% of portfolio
Precedent Wealth Partners, LLC Houston, TX

237K
Shares

$9.79 Million
2.77% of portfolio
Raymond James Financial Inc St. Petersburg, FL

196K
Shares

$8.11 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$7.93 Million
0.01% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
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