Synergy Asset Management, LLC First Tr ETF Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding QJUN
# of Institutions
117Shares Held
9.57MCall Options Held
0Put Options Held
0-
Ferguson Shapiro LLC3.05MShares$95.2 Million47.71% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS426KShares$13.3 Million0.26% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ405KShares$12.6 Million0.02% of portfolio
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Truist Financial Corp395KShares$12.3 Million0.02% of portfolio
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Commonwealth Equity Services, LLC374KShares$11.7 Million0.02% of portfolio