Synergy Asset Management, LLC First Tr ETF Viii Low Duration Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding LDSF
# of Institutions
57Shares Held
6MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO2.41MShares$45.4 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC568KShares$10.7 Million0.01% of portfolio
-
Cedrus LLC Littleton, CO512KShares$9.66 Million3.64% of portfolio
-
Royal Bank Of Canada Toronto, A6377KShares$7.12 Million0.0% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI300KShares$5.66 Million0.29% of portfolio