Financial Synergies Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 335,696 shares of VO stock, worth $83.6 Million. This represents 10.95% of its overall portfolio holdings.
Number of Shares
335,696
Previous 329,509
1.88%
Holding current value
$83.6 Million
Previous $82.3 Billion
1.28%
% of portfolio
10.95%
Previous 10.8%
Shares
22 transactions
Others Institutions Holding VO
# of Institutions
1,969Shares Held
168MCall Options Held
224KPut Options Held
28.5K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.88 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.92 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.61 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.05 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.79 Billion0.15% of portfolio