Financial Synergies Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Financial Synergies Wealth Advisors, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$46.84 - $47.46 $2.77 Million - $2.81 Million	-59,201 Reduced 90.69%	6,081 $288 Million
Q1 2024 Apr 12, 2024	SELL	$47.16 - $47.73 $7.71 Million - $7.8 Million	-163,411 Reduced 71.45%	65,282 $3.1 Billion
Q4 2023 Apr 04, 2024	SELL	$46.0 - $47.56 $621,782 - $642,868	-13,517 Reduced 5.58%	228,693 $10.6 Billion
Q3 2023 Apr 04, 2024	BUY	$46.26 - $46.9 $261,924 - $265,547	5,662 Added 2.39%	242,210 $11.2 Billion
Q2 2023 Apr 04, 2024	BUY	$46.63 - $47.38 $289,199 - $293,850	6,202 Added 2.69%	236,548 $11 Billion
Q1 2023 Apr 04, 2024	BUY	$46.16 - $47.28 $76,302 - $78,153	1,653 Added 0.72%	230,346 $10.9 Billion
Q4 2022 Apr 04, 2024	BUY	$45.61 - $46.84 $106,818 - $109,699	2,342 Added 1.03%	228,693 $10.6 Billion
Q3 2022 Apr 04, 2024	BUY	$45.93 - $47.9 $297,213 - $309,960	6,471 Added 2.94%	226,351 $10.4 Billion
Q2 2022 Apr 04, 2024	BUY	$46.78 - $48.31 $10.3 Million - $10.6 Million	219,880 New	219,880 $10.4 Billion
Q1 2022 Apr 05, 2024	BUY	$48.28 - $50.36 $5.35 Million - $5.58 Million	110,883 Added 153.64%	183,054 $8.87 Billion
Q4 2021 Apr 05, 2024	SELL	$50.4 - $51.06 $7.89 Million - $7.99 Million	-156,522 Reduced 68.44%	72,171 $3.64 Billion

393

58M

100

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.