Synergy Asset Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 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 20,598 shares of QDEC stock, worth $617,528. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,598
Previous 20,797
0.96%
Holding current value
$617,528
Previous $543,000
11.23%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding QDEC
# of Institutions
102Shares Held
8.17MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2MShares$60.1 Million18.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ926KShares$27.8 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC506KShares$15.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL467KShares$14 Million0.02% of portfolio
-
Kaye Capital Management El Segundo, CA383KShares$11.5 Million4.71% of portfolio