Financial Synergies Wealth Advisors, Inc. Ishares Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding IHF
# of Institutions
215Shares Held
5.36MCall Options Held
9.6KPut Options Held
100-
Morgan Stanley New York, NY788KShares$39.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC361KShares$18.2 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA335KShares$16.8 Million0.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC267KShares$13.4 Million0.01% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR224KShares$11.3 Million0.25% of portfolio