Financial Synergies Wealth Advisors, Inc. Invesco S&P 500 Equal Weight I Transaction History

Financial Synergies Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$0.0 - $42.63 $0 - $9,677	227 New	227 $10.8 Million
Q4 2023 Apr 04, 2024	SELL	$36.1 - $43.21 $8,158 - $9,765	-226 Closed	0 $0
Q3 2023 Apr 04, 2024	BUY	$37.94 - $207.84 $6,867 - $37,619	181 Added 402.22%	226 $8.65 Million
Q2 2023 Apr 04, 2024	BUY	$0.0 - $204.5 $0 - $3,067	15 Added 50.0%	45 $9.25 Million
Q1 2023 Apr 04, 2024	BUY	$178.42 - $195.63 $5,352 - $5,868	30 New	30 $5.65 Million

141

8.37M

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