Synergy Asset Management, LLC First Tr Large Cap Value Transaction History

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Synergy Asset Management, LLC holds 41 shares of FTA stock, worth $3,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41
Holding current value
$3,199
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$75.21 - $83.49 $3,083 - $3,423
41 New
41 $3,000
Q2 2021

Aug 12, 2021
SELL
$63.99 - $68.35 $2.06 Million - $2.2 Million
-32,181 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$54.05 - $64.23 $1.74 Million - $2.07 Million
32,181 New
32,181 $2.05 Million

Others Institutions Holding FTA

# of Institutions
215
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email