Financial Synergies Wealth Advisors, Inc. Vanguard Growth ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 246,774 shares of VUG stock, worth $89.3 Million. This represents 12.43% of its overall portfolio holdings.
Number of Shares
246,774
Previous 249,372
1.04%
Holding current value
$89.3 Million
Previous $85.8 Billion
7.53%
% of portfolio
12.43%
Previous 11.26%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,225Shares Held
221MCall Options Held
174KPut Options Held
53.4K-
Bank Of America Corp Charlotte, NC42.1MShares$15.2 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.69 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.79 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.24 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.04 Billion1.1% of portfolio