Synergy Asset Management, LLC First Tr Exc Traded Fd Iv High Transaction History

Synergy Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$47.81 - $51.15 $221,216 - $236,671	-4,627 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$48.92 - $50.93 $226,352 - $235,653	4,627 New	4,627 $234,000
Q3 2021 Nov 10, 2021	SELL	$49.24 - $50.76 $292,387 - $301,412	-5,938 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$49.29 - $51.28 $12.6 Million - $13.1 Million	-255,919 Reduced 97.73%	5,938 $299,000
Q1 2021 May 17, 2021	BUY	$47.6 - $49.57 $12.1 Million - $12.6 Million	253,612 Added 3075.95%	261,857 $12.8 Million
Q4 2020 Feb 12, 2021	BUY	$44.48 - $48.38 $366,737 - $398,893	8,245 New	8,245 $394,000

515K

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

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