Financial Synergies Wealth Advisors, Inc. ETF Ser Solutions Defiance Nex Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding FIVG
# of Institutions
178Shares Held
2.86MCall Options Held
11.6KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC278KShares$11.3 Million0.01% of portfolio
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Commonwealth Equity Services, LLC219KShares$8.89 Million0.01% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA201KShares$8.17 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL137KShares$5.56 Million0.01% of portfolio
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Ewg Elevate Inc.112KShares$4.53 Million1.83% of portfolio