Synergy Asset Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Synergy Asset Management, LLC holds 20,598 shares of QDEC stock, worth $633,182. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,598
Previous 20,797
0.96%
Holding current value
$633,182
Previous $543,000
11.23%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding QDEC
# of Institutions
107Shares Held
8.54MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2.11MShares$64.9 Million19.62% of portfolio
-
Commonwealth Equity Services, LLC506KShares$15.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ483KShares$14.8 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL467KShares$14.3 Million0.02% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS442KShares$13.6 Million0.34% of portfolio