Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr High Yield Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 2,241 shares of HYS stock, worth $212,110. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,241
Previous 1,897
18.13%
Holding current value
$212,110
Previous $177 Million
17.2%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HYS
# of Institutions
242Shares Held
8.35MCall Options Held
0Put Options Held
0-
Assetmark, Inc690KShares$65.3 Million0.2% of portfolio
-
Morgan Stanley New York, NY627KShares$59.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc548KShares$51.9 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC395KShares$37.4 Million0.06% of portfolio
-
Ubs Group Ag385KShares$36.5 Million0.01% of portfolio