Financial Synergies Wealth Advisors, Inc. PIMCO ETF TR Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $918 Billion
  • Q2 2025
Number of Shares
7,288
Previous 5,397 35.04%
Holding current value
$371 Million
Previous $273 Million 36.13%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
1,891 Added 35.04%
7,288 $371 Million
Q1 2025

Apr 30, 2025
BUY
N/A
5,397 New
5,397 $273 Million
Q1 2024

Apr 12, 2024
BUY
N/A
2,393 New
2,393 $119 Million
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