Synergy Asset Management, LLC First Tr Exchange Traded Fd Ii Call Options Transaction History

Synergy Asset Management, LLC

$776 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FPXI

# of Institutions

86

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

334K
Shares

$16.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

297K
Shares

$14.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

219K
Shares

$10.8 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.34 Million
2.15% of portfolio
Sfi Advisors, LLC Montclair, NJ

74.4K
Shares

$3.66 Million
2.49% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker FPXI
Sector ETFs
Industry ETFs

More about FPXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.