Synergy Asset Management, LLC American Centy ETF Tr Focused Transaction History
Synergy Asset Management, LLC
- $620 Million
- Q2 2024
A detailed history of Synergy Asset Management, LLC transactions in American Centy ETF Tr Focused stock. As of the latest transaction made, Synergy Asset Management, LLC holds 28,847 shares of FDG stock, worth $2.67 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
28,847
Previous 54,812
47.37%
Holding current value
$2.67 Million
Previous $4.53 Million
42.73%
% of portfolio
0.42%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding FDG
# of Institutions
33Shares Held
1.95MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO823KShares$76.1 Million0.05% of portfolio
-
Envestnet Asset Management Inc642KShares$59.3 Million0.02% of portfolio
-
Truist Financial Corp66.6KShares$6.16 Million0.01% of portfolio
-
Creative Financial Designs Inc65.1KShares$6.02 Million0.53% of portfolio
-
Slagle Financial, LLC Edwardsville, IL65KShares$6.01 Million3.0% of portfolio