Synergy Asset Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Synergy Asset Management, LLC holds 20,797 shares of QDEC stock, worth $584,811. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,797
Previous 7,472
178.33%
Holding current value
$584,811
Previous $205,000
164.88%
% of portfolio
0.07%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding QDEC
# of Institutions
101Shares Held
8.48MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2MShares$56.3 Million18.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ926KShares$26 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL486KShares$13.7 Million0.03% of portfolio
-
Ferguson Shapiro LLC439KShares$12.3 Million7.34% of portfolio
-
Kaye Capital Management El Segundo, CA383KShares$10.8 Million4.71% of portfolio