Synergy Asset Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025

A detailed history of Synergy Asset Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Synergy Asset Management, LLC holds 202,340 shares of FPEI stock, worth $3.86 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
202,340
Holding current value
$3.86 Million
% of portfolio
0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$17.99 - $18.99 $3.64 Million - $3.84 Million
202,340 New
202,340 $3.84 Million
Q4 2024

Jan 23, 2025
BUY
$18.62 - $19.05 $4.92 Million - $5.04 Million
264,352 New
264,352 $4.94 Million
Q4 2022

Feb 10, 2023
BUY
$17.15 - $18.04 $9.03 Million - $9.5 Million
526,357 New
526,357 $9.37 Million

Others Institutions Holding FPEI

# of Institutions
194
Shares Held
69M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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