Synergy Asset Management, LLC First Tr Multi Cap Growth Alph Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
A detailed history of Synergy Asset Management, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Synergy Asset Management, LLC holds 14,357 shares of FAD stock, worth $1.97 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,357Holding current value
$1.97 Million% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding FAD
# of Institutions
62Shares Held
862KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.1KShares$13.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$11.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.6KShares$11.3 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC64KShares$8.79 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY54.9KShares$7.55 Million0.0% of portfolio