Synergy Asset Management, LLC First Tr Exchange Traded Fd Iv Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Synergy Asset Management, LLC holds 11,414 shares of FCVT stock, worth $507,009. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,414Holding current value
$507,009% of portfolio
0.02%Shares
9 transactions
Others Institutions Holding FCVT
# of Institutions
64Shares Held
1.59MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC169KShares$7.52 Million0.0% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL164KShares$7.28 Million0.12% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE143KShares$6.36 Million0.3% of portfolio
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Jane Street Group, LLC New York, NY133KShares$5.92 Million0.0% of portfolio
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Coppell Advisory Solutions Corp. Coppell, TX121KShares$5.38 Million0.78% of portfolio