Synergy Asset Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Put Options Transaction History

Synergy Asset Management, LLC

$851 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding QDEC

# of Institutions

102

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Sequent Planning LLC Omaha, NE

2M
Shares

$60.1 Million
18.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

926K
Shares

$27.8 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

506K
Shares

$15.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

467K
Shares

$14 Million
0.02% of portfolio
Kaye Capital Management El Segundo, CA

383K
Shares

$11.5 Million
4.71% of portfolio

About FIRST TR EX-TR FD VIII CBOE VE

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