Synergy Asset Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Synergy Asset Management, LLC holds 5,192 shares of FPXI stock, worth $287,169. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,192
Previous 4,361
19.06%
Holding current value
$287,169
Previous $205,000
42.93%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FPXI
# of Institutions
86Shares Held
1.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC353KShares$19.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA269KShares$14.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY216KShares$11.9 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.88 Million2.15% of portfolio
-
Sfi Advisors, LLC Montclair, NJ76.6KShares$4.24 Million2.79% of portfolio