Synergy Investment Management, LLC First Tr Large Cap Value Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,964 shares of FTA stock, worth $232,970. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,964Holding current value
$232,970% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FTA
# of Institutions
214Shares Held
11.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$162 Million0.01% of portfolio
-
Ubs Group Ag878KShares$69 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$62.7 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$35.5 Million0.01% of portfolio