Financial Synergies Wealth Advisors, Inc. Pimco Active Bond Exchange Tra Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$90.6 - $92.67 $1.12 Million - $1.14 Million	-12,314 Reduced 84.98%	2,177 $200 Million
Q4 2023 Apr 04, 2024	BUY	$85.36 - $93.18 $2,902 - $3,168	34 Added 0.24%	14,491 $1.31 Billion
Q3 2023 Apr 04, 2024	BUY	$87.73 - $91.9 $27,722 - $29,040	316 Added 2.23%	14,457 $1.27 Billion
Q2 2023 Apr 04, 2024	SELL	$90.82 - $93.46 $8,355 - $8,598	-92 Reduced 0.65%	14,141 $1.3 Billion
Q1 2023 Apr 04, 2024	SELL	$90.4 - $94.23 $23,323 - $24,311	-258 Reduced 1.78%	14,233 $1.32 Billion
Q4 2022 Apr 04, 2024	SELL	$87.0 - $92.92 $2,349 - $2,508	-27 Reduced 0.19%	14,491 $1.31 Billion
Q3 2022 Apr 04, 2024	BUY	$89.53 - $97.51 $25,247 - $27,497	282 Added 1.98%	14,518 $1.3 Billion
Q2 2022 Apr 04, 2024	BUY	$93.11 - $101.59 $1.33 Million - $1.45 Million	14,236 New	14,236 $1.36 Billion
Q1 2022 Apr 05, 2024	SELL	$100.7 - $108.94 $381,350 - $412,555	-3,787 Reduced 20.82%	14,398 $1.47 Billion
Q4 2021 Apr 05, 2024	BUY	$108.95 - $110.71 $5,011 - $5,092	46 Added 0.25%	18,185 $1.99 Billion
Q3 2021 Apr 05, 2024	BUY	$110.45 - $112.09 $204,663 - $207,702	1,853 Added 11.38%	18,139 $2.01 Billion
Q2 2021 Apr 05, 2024	BUY	$109.57 - $110.96 $1.14 Million - $1.15 Million	10,393 Added 176.36%	16,286 $1.81 Billion
Q1 2021 Apr 05, 2024	BUY	$109.13 - $113.04 $426,043 - $441,308	3,904 Added 196.28%	5,893 $645 Million
Q4 2020 Apr 05, 2024	SELL	$111.26 - $113.14 $51,624 - $52,496	-464 Reduced 18.92%	1,989 $225 Million
Q3 2020 Apr 05, 2024	BUY	$111.39 - $113.1 $1,782 - $1,809	16 Added 0.66%	2,453 $276 Million
Q2 2020 Apr 05, 2024	BUY	$106.13 - $111.67 $1,804 - $1,898	17 Added 0.7%	2,437 $272 Million
Q1 2020 Apr 05, 2024	BUY	$100.87 - $113.18 $26,125 - $29,313	259 Added 11.99%	2,420 $257 Million
Q4 2019 Apr 05, 2024	BUY	$107.53 - $109.14 $32,366 - $32,851	301 Added 16.18%	2,161 $233 Million
Q3 2019 Apr 05, 2024	SELL	$107.77 - $108.9 $1.36 Million - $1.38 Million	-12,631 Reduced 87.16%	1,860 $203 Million

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449

Shares Held

39.9M

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