Synergy Asset Management, LLC First Tr Multi Cap Growth Alph Transaction History

Synergy Asset Management, LLC

$851 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$118.04 - $133.6 $1.69 Million - $1.92 Million	14,357 New	14,357 $1.92 Million

Others Institutions Holding FAD

# of Institutions

86

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

202K
Shares

$33.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

135K
Shares

$22.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

124K
Shares

$20.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$16.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$13.6 Million
0.02% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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