Financial Synergies Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History

Financial Synergies Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$100.95 - $117.92 $3,735 - $4,363	-37 Reduced 16.89%	182 $21.3 Million
Q4 2023 Apr 04, 2024	BUY	$91.06 - $104.51 $1,274 - $1,463	14 Added 6.83%	219 $17.9 Million
Q2 2023 Apr 04, 2024	SELL	$87.77 - $97.64 $1,228 - $1,366	-14 Reduced 6.39%	205 $20 Million
Q3 2022 Apr 04, 2024	SELL	$80.18 - $99.02 $561 - $693	-7 Reduced 3.1%	219 $17.6 Million
Q2 2022 Apr 04, 2024	BUY	$80.61 - $107.49 $18,217 - $24,292	226 New	226 $18.9 Million

726

113M

3.9K

3.1K

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