Synergy Investment Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
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 10,665 shares of FIXD stock, worth $462,967. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,665Holding current value
$462,967% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
356Shares Held
103MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$540 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.43MShares$409 Million0.2% of portfolio
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Signature Estate & Investment Advisors LLC7.79MShares$338 Million8.16% of portfolio
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Wells Fargo & Company San Francisco, CA7.05MShares$306 Million0.07% of portfolio
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Ubs Group Ag3.92MShares$170 Million0.04% of portfolio