Synergy Investment Management, LLC First Tr Multi Cap Growth Alph Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Synergy Investment Management, LLC holds 364 shares of FAD stock, worth $47,087. This represents 0.02% of its overall portfolio holdings.

Number of Shares
364
Previous 205 77.56%
Holding current value
$47,087
Previous $28.3 Million 66.21%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$125.55 - $147.66 $19,962 - $23,477
159 Added 77.56%
364 $47.1 Million
Q4 2024

Feb 06, 2025
BUY
$131.79 - $150.3 $27,016 - $30,811
205 New
205 $28.3 Million

Others Institutions Holding FAD

# of Institutions
75
Shares Held
1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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