Synergy Asset Management, LLC First Tr ETF Fd Viii Cboe Vest Call Options Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding QSPT
# of Institutions
83Shares Held
3.6MCall Options Held
0Put Options Held
0-
Harvest Investment Services, LLC432KShares$11.5 Million3.58% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ336KShares$8.91 Million0.02% of portfolio
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Commonwealth Equity Services, LLC303KShares$8.04 Million0.01% of portfolio
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Global Assets Advisory, LLC Orlando, FL272KShares$7.23 Million1.31% of portfolio
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Ferguson Shapiro LLC264KShares$7.01 Million4.48% of portfolio