Synergy Asset Management, LLC First Trust Water ETF Transaction History

Synergy Asset Management, LLC

  • $2.76 Billion
  • Q3 2025

A detailed history of Synergy Asset Management, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 5,700 shares of FIW stock, worth $629,850. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,700
Previous 1,901 199.84%
Holding current value
$629,850
Previous $205,000 212.2%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 21, 2025
BUY
$107.54 - $115.08 $408,544 - $437,188
3,799 Added 199.84%
5,700 $640,000
Q2 2025

Jul 21, 2025
BUY
$90.26 - $108.05 $171,584 - $205,403
1,901 New
1,901 $205,000

Others Institutions Holding FIW

# of Institutions
327
Shares Held
8.95M
Call Options Held
2.2K
Put Options Held
5.7K
View Full List

About FIRST TRUST WATER ETF

FIW Quotes by TradingView
  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset 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 Asset Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email