Financial Synergies Wealth Advisors, Inc. Purchases and Sells in Q1 2025

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025

Top Buys

Incresed Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
16.5K
+ 1.87%
$51.88 - $60.73 $855K - $1M
899K $53B
15.1K
+ 3.07%
$167.73 - $179.21 $2.53M - $2.7M
506K $87.4B
27.8K
+ 3.19%
$47.4 - $52.99 $1.32M - $1.47M
900K $45.8B
16.8K
+ 3.82%
$96.1 - $106.37 $1.62M - $1.79M
457K $45.7B
21.2K
+ 3.43%
N/A
641K $34.6B
13.4K
+ 3.84%
$251.87 - $277.95 $3.38M - $3.73M
363K $93.9B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
BLACKROCK ETF TRUST II
136K
New
N/A
136K $6.72B
11.3K
New
$49.74 - $58.96 $561K - $665K
11.3K $665M
ISHARES BITCOIN TRUST ETF
8.11K
New
N/A
8.11K $380M
10.7K
New
$25.77 - $27.6 $275K - $294K
10.7K $283M
1.09K
New
$253.32 - $282.66 $275K - $307K
1.09K $279M
2.92K
New
$93.32 - $95.35 $273K - $279K
2.92K $274M
View all

Top Sells

Reduced Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
-6.18K
- 0.5%
$24.91 - $29.02 $154K - $179K
1.23M $30.8B
-40
- 0.19%
$209.68 - $247.1 $8.39K - $9.88K
20.7K $4.61B
-9.58K
- 3.31%
$21.75 - $24.28 $208K - $233K
279K $6.17B
-6.96K
- 3.05%
$25.58 - $29.24 $178K - $204K
221K $5.8B
-884
- 5.19%
$170.36 - $201.04 $151K - $178K
16.2K $2.78B
-30
- 0.38%
$198.1 - $229.79 $5.94K - $6.89K
7.79K $1.55B
View all
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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