Synergy Asset Management, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Synergy Asset Management, LLC
- $902 Million
- Q4 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Synergy Asset Management, LLC holds 20,345 shares of QDEC stock, worth $639,646. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,345
Previous 60,020
66.1%
Holding current value
$639,646
Previous $1.87 Million
65.77%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding QDEC
# of Institutions
115Shares Held
6.96MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL1.35MShares$42.4 Million0.05% of portfolio
-
Sequent Planning LLC Omaha, NE536KShares$16.9 Million4.74% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ465KShares$14.6 Million0.02% of portfolio
-
Kaye Capital Management El Segundo, CA442KShares$13.9 Million5.68% of portfolio
-
Commonwealth Equity Services, LLC395KShares$12.4 Million0.02% of portfolio