Synergy Asset Management, LLC First Tr Large Cap Core Alphde Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Synergy Asset Management, LLC holds 12 shares of FEX stock, worth $1,304. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,304

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$103.29 - $112.88 $1,239 - $1,354	12 New	12 $1,000

Others Institutions Holding FEX

# of Institutions

220

Shares Held

7.13M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$112 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

791K
Shares

$85.9 Million
0.04% of portfolio
Janney Montgomery Scott LLC

509K
Shares

$55.3 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

469K
Shares

$51 Million
0.01% of portfolio
Ubs Group Ag

235K
Shares

$25.6 Million
0.01% of portfolio

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About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
Sector ETFs
Industry ETFs

More about FEX

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Synergy Asset Management, LLC First Tr Large Cap Core Alphde Transaction History