Synergy Investment Management, LLC FIRST TRUST Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Number of Shares
10,402
Previous 9,538 9.06%
Holding current value
$216 Million
Previous $195 Million 10.66%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Apr 29, 2025
BUY
N/A
864 Added 9.06%
10,402 $216 Million
Q4 2024

Feb 06, 2025
BUY
N/A
9,538 New
9,538 $195 Million
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