Synergy Asset Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025
Number of Shares
199,272
Previous 65,225 205.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
134,047 Added 205.51%
199,272 $0
Q1 2025

Apr 22, 2025
SELL
N/A
-82,274 Reduced 55.78%
65,225 $0
Q4 2024

Jan 23, 2025
BUY
N/A
72,451 Added 96.54%
147,499 $0
Q3 2024

Oct 15, 2024
SELL
N/A
-183,849 Reduced 71.01%
75,048 $0
Q2 2024

Aug 05, 2024
BUY
N/A
11,295 Added 4.56%
258,897 $0
Q1 2024

Apr 18, 2024
SELL
N/A
-262,674 Reduced 51.48%
247,602 $0
Q4 2023

Jan 19, 2024
SELL
N/A
-39,529 Reduced 7.19%
510,276 $0
Q3 2023

Nov 14, 2023
BUY
N/A
549,805 New
549,805 $0
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