Synergy Asset Management, LLC First Tr Large Cap Value Call Options Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FTA
# of Institutions
210Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$170 Million0.01% of portfolio
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Ubs Group Ag979KShares$79.2 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC797KShares$64.5 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$44.1 Million0.01% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI374KShares$30.3 Million8.74% of portfolio