Synergy Asset Management, LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Synergy Asset Management, LLC
- $902 Million
- Q4 2025
A detailed history of Synergy Asset Management, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Synergy Asset Management, LLC holds 36,734 shares of QSPT stock, worth $1.14 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
36,734
Previous 112,146
67.24%
Holding current value
$1.14 Million
Previous $3.48 Million
67.17%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding QSPT
# of Institutions
89Shares Held
3.75MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC514KShares$16 Million0.02% of portfolio
-
Outlook Wealth Advisors, LLC382KShares$11.9 Million3.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL265KShares$8.24 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$7.89 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL150KShares$4.66 Million0.0% of portfolio