Synergy Asset Management, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Synergy Asset Management, LLC holds 26,007 shares of FJUL stock, worth $1.37 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,007
Previous 26,382
1.42%
Holding current value
$1.37 Million
Previous $1.26 Million
7.09%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding FJUL
# of Institutions
148Shares Held
6.41MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL706KShares$37.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc497KShares$26.2 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$24.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$21.3 Million0.03% of portfolio
-
Cwm, LLC371KShares$19.6 Million0.07% of portfolio