Financial Synergies Wealth Advisors, Inc. Options Holdings
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 573
- Current Value $762 Billion
- Prior Value $646 Billion
- Filing
- Period Q1 2024
- Filing Date April 12, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 119 stocks
- Additional Purchases 144 stocks
- Sold out of 1 stocks
- Reduced holdings in 105 stocks