Synergy Asset Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Synergy Asset Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$16.96 - $17.44 $1.14 Million - $1.17 Million	-66,980 Reduced 15.77%	357,880 $6.21 Million
Q1 2024 Apr 18, 2024	BUY	$16.74 - $17.43 $7.11 Million - $7.41 Million	424,860 New	424,860 $7.36 Million
Q4 2021 Feb 04, 2022	SELL	$20.14 - $20.56 $3.39 Million - $3.46 Million	-168,337 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$20.5 - $20.75 $5.67 Million - $5.74 Million	-276,674 Reduced 62.17%	168,337 $3.46 Million
Q2 2021 Aug 12, 2021	BUY	$20.22 - $20.6 $9 Million - $9.17 Million	445,011 New	445,011 $9.17 Million

440

195M

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