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
STE
Steris PLC

Healthcare
Q3 2022 Filed on Apr 04, 2024
2
$160.72 - $225.65 $321 - $451
SWCH
Switch, Inc.

Technology
Q4 2022 Filed on Apr 04, 2024
33
$0.0 - $34.25 $0 - $1.13K
TEF
Telefonica S A

Communication Services
Q4 2022 Filed on Apr 04, 2024
76
$3.15 - $3.79 $239 - $288
TFC
Truist Financial Corp

Financial Services
Q2 2023 Filed on Apr 04, 2024
119
$26.21 - $34.79 $3.12K - $4.14K
TCX
Tucows Inc

Technology
Q3 2022 Filed on Apr 04, 2024
24
$37.41 - $54.1 $898 - $1.3K
MLN
Vaneck Long Muni ETF

ETFs
Q4 2022 Filed on Apr 04, 2024
788
$16.19 - $17.86 $12.8K - $14.1K
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q4 2022 Filed on Apr 04, 2024
5
$125.37 - $146.73 $627 - $734
VGSH
Vanguard

ETFs
Q4 2022 Filed on Apr 04, 2024
1,090
$57.38 - $58.13 $62.5K - $63.4K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q4 2022 Filed on Apr 04, 2024
15
$115.32 - $131.57 $1.73K - $1.97K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2022 Filed on Apr 04, 2024
42
$45.75 - $54.53 $1.92K - $2.29K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q3 2022 Filed on Apr 04, 2024
729
$52.04 - $61.21 $37.9K - $44.6K
PUK
Prudential PLC

Financial Services
Q4 2022 Filed on Apr 04, 2024
47
$18.39 - $27.49 $864 - $1.29K
PLUG
Plug Power Inc

Industrials
Q3 2022 Filed on Apr 04, 2024
2,000
$15.46 - $30.03 $30.9K - $60.1K
KSS
Kohls Corp

Consumer Cyclical
Q3 2022 Filed on Apr 04, 2024
4
$25.15 - $35.09 $101 - $140
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q3 2022 Filed on Apr 04, 2024
100
$30.52 - $39.57 $3.05K - $3.96K
LGO
Largo Inc.

Basic Materials
Q4 2022 Filed on Apr 04, 2024
1,400
$4.81 - $6.34 $6.73K - $8.88K
MRVL
Marvell Technology, Inc.

Technology
Q3 2022 Filed on Apr 04, 2024
8
$42.55 - $58.22 $340 - $466
MEDP
Medpace Holdings, Inc.

Healthcare
Q4 2022 Filed on Apr 04, 2024
9
$153.06 - $226.57 $1.38K - $2.04K
NSTG
Nano String Technologies Inc

Healthcare
Q4 2022 Filed on Apr 04, 2024
53
$5.86 - $13.74 $311 - $728
CHRD
Oasis Petroleum Inc.

Energy
Q4 2022 Filed on Apr 04, 2024
1,064
$131.12 - $164.5 $140K - $175K
OKTA
Okta, Inc.

Technology
Q3 2022 Filed on Apr 04, 2024
14
$52.84 - $107.22 $740 - $1.5K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q3 2022 Filed on Apr 04, 2024
75
$4.84 - $24.41 $363 - $1.83K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q2 2023 Filed on Apr 04, 2024
39
$36.12 - $47.5 $1.41K - $1.85K
PRGO
Perrigo CO PLC

Healthcare
Q4 2023 Filed on Apr 04, 2024
25
$26.98 - $32.18 $675 - $805
PAHC
Phibro Animal Health Corp

Healthcare
Q4 2023 Filed on Apr 04, 2024
58
$9.59 - $12.91 $556 - $749
PDI
Pimco Dynamic Income Fund

Financial Services
Q3 2022 Filed on Apr 04, 2024
2,563
$18.85 - $22.28 $48.3K - $57.1K
VSH
Vishay Intertechnology Inc

Technology
Q3 2022 Filed on Apr 04, 2024
19
$17.22 - $21.51 $327 - $409
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