IFP Advisors’s Syntec Optics OPTX Stock Holding History

IFP Advisors’s Portfolio OPTX Stock Details OPTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,000	Closed	-$5.04K	–	4544
2024 Q4	$5.04K	Buy	+2,000	New	+$3.04K	﹤0.01%	2792

Other funds holding OPTX

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's OPTX Position: Q1 2025 in Review

IFP Advisors sold out of Syntec Optics (OPTX) in Q1 2025, closing a stake of 2,000 shares — an estimated $5.04K sold.

IFP Advisors first reported a position in OPTX in Q4 2024 and held it in 1 quarter. The position peaked at $5.04K in Q4 2024. 11 funds tracked by Wall St. Rank hold OPTX as of Q1 2025.

IFP Advisors reported no remaining Syntec Optics position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 2,000 Syntec Optics shares in Q1 2025, an estimated $5.04K.
IFP Advisors first reported a position in Syntec Optics in Q4 2024 and held it in 1 quarter.
IFP Advisors's Syntec Optics position peaked at $5.04K in Q4 2024.
11 funds tracked by Wall St. Rank held Syntec Optics as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.