Financial Synergies Wealth Advisors, Inc. Vanguard World Fd Esg U S Corp Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Shares
8 transactions
Others Institutions Holding VCEB
# of Institutions
83Shares Held
3.19MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA849KShares$54.4 Million0.0% of portfolio
-
Banco Bilbao Vizcaya Argentaria, S.A.260KShares$16.7 Million0.21% of portfolio
-
Truist Financial Corp215KShares$13.8 Million0.02% of portfolio
-
Envestnet Asset Management Inc200KShares$12.8 Million0.0% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA170KShares$10.9 Million0.49% of portfolio