Synergy Asset Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 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 60,020 shares of QDEC stock, worth $1.88 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
60,020
Previous 20,598
191.39%
Holding current value
$1.88 Million
Previous $604,000
209.11%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding QDEC
# of Institutions
108Shares Held
8.36MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2.11MShares$66 Million19.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ483KShares$15.1 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL467KShares$14.6 Million0.02% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS442KShares$13.8 Million0.34% of portfolio
-
Kaye Capital Management El Segundo, CA442KShares$13.8 Million5.68% of portfolio