Synergy Asset Management, LLC First Tr Small Cap Core Alphad Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Synergy Asset Management, LLC holds 18 shares of FYX stock, worth $1,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,838

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$96.51 - $110.53 $1,737 - $1,989	18 New	18 $1,000

Others Institutions Holding FYX

# of Institutions

167

Shares Held

6.67M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

734K
Shares

$75 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

620K
Shares

$63.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

522K
Shares

$53.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

453K
Shares

$46.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$45.3 Million
0.02% of portfolio

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About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
Sector ETFs
Industry ETFs

More about FYX

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Synergy Asset Management, LLC First Tr Small Cap Core Alphad Transaction History