Financial Synergies Wealth Advisors, Inc. ETF Ser Solutions Defiance Nex Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FIVG
# of Institutions
170Shares Held
2.65MCall Options Held
2.3KPut Options Held
400-
Lpl Financial LLC Fort Mill, SC268KShares$10.9 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC211KShares$8.57 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA201KShares$8.17 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL123KShares$5 Million0.01% of portfolio
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Kwmg, LLC108KShares$4.38 Million0.44% of portfolio