Financial Synergies Wealth Advisors, Inc. Columbia ETF Tr I Multi Sector Call Options Transaction History

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MUST

# of Institutions

83

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

2.43M
Shares

$48.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$46.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.72M
Shares

$34.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$24.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

973K
Shares

$19.5 Million
0.0% of portfolio

About COLUMBIA ETF TR I MULTI SECTOR

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