Skip to main content

Syntax Advisors, LLC

SEC CIK
0001858294
Latest filing
Nov 13, 2023

FE holding history

Firstenergy Corp in every 13F filed by Syntax Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overviewAll 13F holders of FEFull Q3 2023 holdings

Shares (Q3 2023)
6,915
Value
$236.4K
% of portfolio
0.2%
Quarters held
8
Since Q4 2021
Holdings of FE by Syntax Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20236,915$236.4K0.2%+583+9.2%AddedHolders
Q2 20236,332$246.2K0.2%−352−5.3%ReducedHolders
Q1 20236,684$267.8K0.2%+467+7.5%AddedHolders
Q4 20226,217$260.7K0.2%−360−5.5%ReducedHolders
Q3 20226,577$243.0K0.2%+284+4.5%AddedHolders
Q2 20226,293$242.0K0.2%+744+13.4%AddedHolders
Q1 20225,549$254.0K0.2%−1,425−20.4%ReducedHolders
Q4 20216,974$290.0K0.2%–No prior filingHolders