Financial Synergies Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Financial Synergies Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 04, 2024	SELL	$43.49 - $47.47 $1,087 - $1,186	-25 Reduced 3.15%	769 $35.3 Million
Q3 2023 Apr 04, 2024	BUY	$44.57 - $46.79 $401 - $421	9 Added 1.15%	794 $35.5 Million
Q2 2023 Apr 04, 2024	BUY	$46.41 - $47.75 $371 - $382	8 Added 1.03%	785 $36.6 Million
Q1 2023 Apr 04, 2024	BUY	$45.84 - $47.89 $366 - $383	8 Added 1.04%	777 $36.8 Million
Q4 2022 Apr 04, 2024	BUY	$44.67 - $47.29 $2,948 - $3,121	66 Added 9.39%	769 $35.3 Million
Q3 2022 Apr 04, 2024	SELL	$45.58 - $49.27 $19,052 - $20,594	-418 Reduced 37.29%	703 $32.2 Million
Q2 2022 Apr 04, 2024	BUY	$47.05 - $50.89 $52,743 - $57,047	1,121 New	1,121 $53.9 Million

397

131M

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