Financial Synergies Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Financial Synergies Wealth Advisors, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$96.75 - $99.37 $46,923 - $48,194	-485 Reduced 21.38%	1,783 $175 Million
Q4 2023 Apr 04, 2024	SELL	$91.67 - $99.66 $3,666 - $3,986	-40 Reduced 1.73%	2,268 $220 Million
Q3 2023 Apr 04, 2024	BUY	$93.85 - $98.43 $1,126 - $1,181	12 Added 0.52%	2,308 $217 Million
Q2 2023 Apr 04, 2024	BUY	$97.49 - $100.53 $1,657 - $1,709	17 Added 0.75%	2,296 $225 Million
Q1 2023 Apr 04, 2024	BUY	$96.32 - $100.79 $1,059 - $1,108	11 Added 0.49%	2,279 $227 Million

Q4 2022 Apr 04, 2024	SELL	$94.17 - $99.69 $282 - $299	-3 Reduced 0.13%	2,268 $220 Million
Q3 2022 Apr 04, 2024	BUY	N/A	13 Added 0.58%	2,271 $219 Million
Q2 2022 Apr 04, 2024	BUY	N/A	2,258 New	2,258 $230 Million
Q4 2020 Apr 05, 2024	SELL	N/A	-5,864 Closed	0 $0
Q3 2020 Apr 05, 2024	SELL	N/A	-989 Reduced 14.43%	5,864 $692 Million
Q2 2020 Apr 05, 2024	BUY	N/A	943 Added 15.96%	6,853 $810 Million
Q1 2020 Apr 05, 2024	BUY	N/A	3,642 Added 160.58%	5,910 $682 Million

1,874

958M

269K

32.9K

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.