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 $548,208. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,797
Previous 7,472
178.33%
Holding current value
$548,208
Previous $205,000
164.88%
% of portfolio
0.07%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding QDEC
# of Institutions
96Shares Held
8.73MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE1.86MShares$49 Million18.77% of portfolio
-
Stuart Chaussee & Associates, Inc.1.8MShares$47.3 Million31.81% of portfolio
-
Ferguson Shapiro LLC439KShares$11.6 Million7.34% of portfolio
-
Cetera Investment Advisers Schaumburg, IL437KShares$11.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL302KShares$7.97 Million0.0% of portfolio