Synergy Investment Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Synergy Investment Management, LLC holds 4,964 shares of FIXD stock, worth $217,969. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,964
Previous 10,665
53.46%
Holding current value
$217,969
Previous $458 Million
52.51%
% of portfolio
0.09%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
370Shares Held
79.7MCall Options Held
33.7KPut Options Held
21.1K-
Morgan Stanley New York, NY9.34MShares$410 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.35MShares$323 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$277 Million0.06% of portfolio
-
Ubs Group Ag3.4MShares$149 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.29MShares$144 Million0.06% of portfolio