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 $347,179. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,186

Holding current value

$347,179

% 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

112

Shares Held

7.8M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

971K
Shares

$27.7 Million
0.06% of portfolio
Truist Financial Corp

461K
Shares

$13.1 Million
0.02% of portfolio
Steward Partners Investment Advisory, LLC

390K
Shares

$11.1 Million
0.1% of portfolio
Cetera Investment Advisers Schaumburg, IL

351K
Shares

$9.99 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

315K
Shares

$8.97 Million
0.01% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

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Synergy Asset Management, LLC First Tr ETF Transaction History