Synergy Asset Management, LLC First Tr Lge Cap Growth Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Synergy Asset Management, LLC holds 28 shares of FTC stock, worth $4,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,060

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$130.13 - $149.09 $3,643 - $4,174	28 New	28 $3,000

Others Institutions Holding FTC

# of Institutions

198

Shares Held

5.71M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

833K
Shares

$121 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

715K
Shares

$104 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

443K
Shares

$64.3 Million
0.01% of portfolio
Janney Montgomery Scott LLC

437K
Shares

$63.4 Million
0.17% of portfolio
Ubs Group Ag

270K
Shares

$39.1 Million
0.01% of portfolio

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About FIRST TR LGE CAP GROWTH

Ticker FTC
Sector ETFs
Industry ETFs

More about FTC

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Synergy Asset Management, LLC First Tr Lge Cap Growth Transaction History