Financial Synergies Wealth Advisors, Inc. Ishares Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding IHF
# of Institutions
219Shares Held
6.72MCall Options Held
7.4KPut Options Held
18.8K-
Morgan Stanley New York, NY793KShares$45.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO785KShares$45.4 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY418KShares$24.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC404KShares$23.4 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA336KShares$19.4 Million0.91% of portfolio