Synergy Investment Management, LLC First Tr Value Line Divid Inde Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Synergy Investment Management, LLC holds 14,889 shares of FVD stock, worth $663,900. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,889Holding current value
$663,900% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
596Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$954 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.37% of portfolio
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Bank Of America Corp Charlotte, NC7.15MShares$319 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.7MShares$299 Million0.11% of portfolio