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

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 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 26,270 shares of FAD stock, worth $4.12 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
26,270
Holding current value
$4.12 Million
% of portfolio
1.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$145.87 - $162.49 $3.83 Million - $4.27 Million
26,270 New
26,270 $4.22 Billion
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
90
Shares Held
1.53M
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
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email