Financial Synergies Wealth Advisors, Inc. Closed Holding Positions

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
REV Revlon Inc Consumer Defensive	Q4 2022 Filed on Apr 04, 2024	600	$0.0 - $3.9 $0 - $2.34K
SGEN Seagen Inc. Healthcare	Q4 2023 Filed on Apr 04, 2024	3	$0.0 - $228.9 $0 - $687
NAUT Nautilus Biotechnology, Inc. Healthcare	Q4 2023 Filed on Apr 04, 2024	291	$2.34 - $3.39 $681 - $986
VALWS Valaris LTD Wt Exp (Bmu)	Q2 2023 Filed on Apr 04, 2024	1	N/A
VERB Verb Technology Company, Inc. Technology	Q2 2023 Filed on Apr 04, 2024	500	$0.08 - $3.1 $40 - $1.55K
VMEO Vimeo, Inc. Technology	Q2 2023 Filed on Apr 04, 2024	254	$3.24 - $4.58 $823 - $1.16K
ALNY Alnylam Pharmaceuticals, Inc. Healthcare	Q3 2023 Filed on Apr 04, 2024	4	$170.77 - $211.65 $683 - $847
BFA Brown Forman Corp Cl A	Q4 2023 Filed on Apr 04, 2024	14	N/A
CPA Copa Holdings, S.A. Industrials	Q3 2023 Filed on Apr 04, 2024	7	$87.44 - $119.97 $612 - $840
ABNB Airbnb, Inc. Consumer Cyclical	Q4 2023 Filed on Apr 04, 2024	5	$114.09 - $147.5 $570 - $738
IEI Ishares Barclays 3 7 Yr Treas ETFs	Q4 2023 Filed on Apr 04, 2024	118	$111.61 - $117.37 $13.2K - $13.8K
LVS Las Vegas Sands Corp Consumer Cyclical	Q3 2023 Filed on Apr 04, 2024	14	$45.28 - $60.94 $634 - $853
MDB Mongo Db, Inc. Technology	Q4 2023 Filed on Apr 04, 2024	2	$327.33 - $435.23 $655 - $870
EW Edwards Lifesciences Corp Healthcare	Q3 2023 Filed on Apr 04, 2024	13	$69.28 - $93.38 $901 - $1.21K
ALC Alcon Inc Healthcare	Q4 2022 Filed on Apr 04, 2024	11	$56.51 - $71.71 $622 - $789
GLW Corning Inc Technology	Q3 2022 Filed on Apr 04, 2024	1,000	$29.02 - $37.54 $29K - $37.5K
SLVO Credit Suisse Ag ETFs	Q3 2022 Filed on Apr 04, 2024	13	$3.63 - $77.03 $47.2 - $1K
DELL Dell Technologies Inc. Technology	Q3 2023 Filed on Apr 04, 2024	18	$52.61 - $72.16 $947 - $1.3K
EGRX Eagle Pharmaceuticals, Inc. Healthcare	Q3 2022 Filed on Apr 04, 2024	5	$26.42 - $47.12 $132 - $236
ECL Ecolab Inc. Basic Materials	Q4 2022 Filed on Apr 04, 2024	7	$131.35 - $157.77 $919 - $1.1K
EQR Equity Residential Real Estate	Q3 2022 Filed on Apr 04, 2024	5	$65.66 - $80.57 $328 - $403
HACK Etgmg Prime Cyber Security ETF ETFs	Q3 2022 Filed on Apr 04, 2024	300	$43.18 - $51.68 $13K - $15.5K
FIS Fidelity National Information Services, Inc. Technology	Q2 2023 Filed on Apr 04, 2024	29	$52.42 - $58.72 $1.52K - $1.7K
FOX Fox Corp Cl B (De) Communication Services	Q4 2022 Filed on Apr 04, 2024	8	$26.59 - $30.61 $213 - $245
GLOB Globant S.A. Technology	Q3 2022 Filed on Apr 04, 2024	1	$169.77 - $237.23 $170 - $237
GRFS Grifols Sa Healthcare	Q3 2022 Filed on Apr 04, 2024	117	$5.95 - $14.3 $696 - $1.67K
HUN Huntsman Corp Basic Materials	Q3 2022 Filed on Apr 04, 2024	1,000	$23.95 - $31.34 $24K - $31.3K
INVH Invitation Homes Inc. Real Estate	Q4 2022 Filed on Apr 04, 2024	10	$29.1 - $35.04 $291 - $350
EWA Ishares Msci Australia ETF ETFs	Q3 2022 Filed on Apr 04, 2024	1,035	$19.62 - $23.25 $20.3K - $24.1K
MUST Columbia ETF Tr I Multi Sector ETFs	Q4 2022 Filed on Apr 04, 2024	698	$19.28 - $20.38 $13.5K - $14.2K
COIN Coinbase Global, Inc. Technology	Q4 2022 Filed on Apr 04, 2024	6	$32.53 - $75.05 $195 - $450
ANIX Anixa Biosciences Inc Healthcare	Q3 2022 Filed on Apr 04, 2024	100	$2.81 - $6.15 $281 - $615
MT Arcelor Mittal Basic Materials	Q3 2022 Filed on Apr 04, 2024	34	$19.49 - $60.94 $663 - $2.07K
ARW Arrow Electronics Inc Technology	Q4 2022 Filed on Apr 04, 2024	3	$92.41 - $111.31 $277 - $334
AZTA Azenta, Inc. Healthcare	Q3 2022 Filed on Apr 04, 2024	21	$42.86 - $77.02 $900 - $1.62K
BAX Baxter International Inc Healthcare	Q3 2022 Filed on Apr 04, 2024	10	$53.86 - $66.8 $539 - $668
BSM Black Stone Minerals, L.P. Energy	Q4 2022 Filed on Apr 04, 2024	9,784	$16.05 - $19.83 $157K - $194K
BX Blackstone Inc. Financial Services	Q3 2023 Filed on Apr 04, 2024	13	$91.91 - $115.12 $1.19K - $1.5K
COF Capital One Financial Corp Financial Services	Q3 2022 Filed on Apr 04, 2024	14	$19.08 - $114.76 $267 - $1.61K
CE Celanese Corp Basic Materials	Q2 2023 Filed on Apr 04, 2024	131	$100.46 - $117.77 $13.2K - $15.4K
CHTR Charter Communications, Inc. Communication Services	Q4 2023 Filed on Apr 04, 2024	2	$361.98 - $454.45 $724 - $909
CHD Church & Dwight CO Inc Consumer Defensive	Q3 2022 Filed on Apr 04, 2024	4	$71.44 - $96.21 $286 - $385
CTXR Citius Pharmaceuticals, Inc. Healthcare	Q4 2022 Filed on Apr 04, 2024	200	$0.79 - $1.28 $158 - $256
CLOV Clover Health Investments, Corp. Healthcare	Q3 2022 Filed on Apr 04, 2024	100	$1.7 - $3.4 $170 - $340
CTSH Cognizant Technology Solutions Corp Technology	Q4 2022 Filed on Apr 04, 2024	5	$51.96 - $63.02 $260 - $315
J Jacobs Engineering Group Inc Industrials	Q3 2022 Filed on Apr 04, 2024	2	$108.49 - $137.3 $217 - $275
KAMN Kaman Corp Industrials	Q3 2022 Filed on Apr 04, 2024	9	$27.93 - $35.27 $251 - $317
SLDP Solid Power, Inc. Industrials	Q3 2022 Filed on Apr 04, 2024	2,000	$1.35 - $7.51 $2.7K - $15K
MDY Spdr S&P Midcap 400 ETF Trust ETFs	Q4 2022 Filed on Apr 04, 2024	6	$409.49 - $470.66 $2.46K - $2.82K
PSLV Sprott Physical Silver Trust Financial Services	Q4 2022 Filed on Apr 04, 2024	13,300	$6.36 - $8.28 $84.6K - $110K

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