Synergy Asset Management, LLC First Tr ETF Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in First Tr ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 12,186 shares of QJUN stock, worth $327,925. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,186

Holding current value

$327,925

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$26.78 - $28.75 $326,341 - $350,347	12,186 New	12,186 $341,000

Others Institutions Holding QJUN

# of Institutions

120

Shares Held

7.59M

Call Options Held

Put Options Held

Truist Financial Corp

461K
Shares

$12.4 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$12.3 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

373K
Shares

$10 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

334K
Shares

$8.98 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$8.25 Million
0.01% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

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Synergy Asset Management, LLC First Tr ETF Transaction History