Synergy Asset Management, LLC First Tr ETF Vi Dorseywright D Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DALI
# of Institutions
21Shares Held
4.08MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.6MShares$93 Million14.66% of portfolio
-
Prospera Financial Services Inc165KShares$4.24 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC86.3KShares$2.22 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.46 Million0.01% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA46.2KShares$1.19 Million0.0% of portfolio