Synergy Asset Management, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1699080
VANCOUVER, WA
All Filings in FPEI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 FPEI | $3,438,777 | 177,348 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 FPEI | $7,826,510 | 404,680 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 FPEI | $3,842,436 | 202,340 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 FPEI | $4,943,382 | 264,352 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 FPEI | $9,374,418 | 526,357 | Shares | Other | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||