Synergy Asset Management, LLC First Tr ETF Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Tr ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 12,186 shares of QJUN stock, worth $338,770. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,186

Holding current value

$338,770

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$26.78 - $28.75 $326,341 - $350,347	12,186 New	12,186 $341,000

Others Institutions Holding QJUN

# of Institutions

119

Shares Held

7.55M

Call Options Held

Put Options Held

Truist Financial Corp

461K
Shares

$12.8 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$12.8 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

373K
Shares

$10.4 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

334K
Shares

$9.28 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$8.52 Million
0.01% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

Track This Portfolio

Portfolio Update

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

News

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

Account

Synergy Asset Management, LLC First Tr ETF Transaction History