Financial Synergies Wealth Advisors, Inc. Sells in Q3 2024

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.1K
- 39.01%
$57.32 - $62.65 $638K - $697K
17.4K $1.08B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-9.13K
- 26.98%
$41.34 - $43.55 $378K - $398K
24.7K $1.07B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.77K
- 26.36%
$41.02 - $46.01 $278K - $311K
18.9K $861M
BXSL
Blackstone Secured Lending Fund

Financial Services
-3.79K
- 31.84%
$28.75 - $31.59 $109K - $120K
8.1K $237M
CVX
Chevron Corp

Energy
-119
- 2.18%
$137.88 - $161.97 $16.4K - $19.3K
5.34K $786M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.53K
- 11.6%
$77.23 - $87.97 $272K - $310K
26.9K $2.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
-332
- 6.49%
$517.38 - $573.86 $172K - $191K
4.79K $2.75B
VTI
Vanguard Total Stock Market Et

ETFs
-220
- 9.62%
$255.18 - $283.2 $56.1K - $62.3K
2.07K $585M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-79
- 3.53%
$92.1 - $95.52 $7.28K - $7.55K
2.16K $206M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.84%
$434.77 - $502.96 $3.91K - $4.53K
1.06K $520M
VXF
Vanguard Extended Market ETF

ETFs
-1.16K
- 6.04%
$163.98 - $182.92 $190K - $212K
18K $3.27B
DFIV
Dimensional ETF Tr

ETFs
-1.25K
- 2.1%
$34.66 - $38.38 $43.3K - $47.9K
58.3K $2.22B
IDEV
Ishares Core Msci Intl Develop

ETFs
-130
- 0.63%
$63.46 - $71.43 $8.25K - $9.29K
20.4K $1.45B
MCD
Mcdonalds Corp

Consumer Cyclical
-113
- 3.77%
$245.82 - $304.51 $27.8K - $34.4K
2.88K $878M
DFAT
Dimensional ETF Tr U S Target

ETFs
-121
- 0.36%
$51.0 - $57.07 $6.17K - $6.91K
33.5K $1.86B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-212
- 0.74%
$75.32 - $84.37 $16K - $17.9K
28.6K $2.39B
EEM
Ishares Msci Emerging Markets

ETFs
-1.2K
- 1.39%
$40.42 - $46.7 $48.3K - $55.8K
84.5K $3.88B
IEFA
Ishares Tr

ETFs
-1.1K
- 1.63%
$70.09 - $78.74 $77K - $86.5K
66.3K $5.18B
VBR
Vanguard Small Cap Value ETF

ETFs
-526
- 0.86%
$179.99 - $201.6 $94.7K - $106K
60.6K $12.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-223
- 0.07%
$92.63 - $105.69 $20.7K - $23.6K
311K $32.4B
VB
Vanguard Small Cap ETF

ETFs
-258
- 0.31%
$214.77 - $237.72 $55.4K - $61.3K
82.8K $19.7B
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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