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D First Tr Exchange-traded shares owned by Synergy Financial Management

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in D First Tr Exchange-traded

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20244M6M8M200k300k400k
Value ($)Share countHistorical FPE position of Synergy Financial Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D First Tr Exchange-traded by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 358k 17.36
2024-03-31 $7.4M 425k 17.32
2021-09-30 $3.5M 168k 20.54
2021-06-30 $9.2M 445k 20.60