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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 2,177 shares of BOND stock, worth $198,281. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,177

Previous 14,491 84.98%

Holding current value

$198,281

Previous $1.31 Billion 84.75%

% of portfolio

0.03%

Previous 0.2%

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	$87.61 - $92.92 $2,365 - $2,508	-27 Reduced 0.19%	14,491 $1.31 Billion
Q3 2022 Apr 04, 2024	BUY	N/A	282 Added 1.98%	14,518 $1.3 Billion
Q2 2022 Apr 04, 2024	BUY	N/A	14,236 New	14,236 $1.36 Billion
Q1 2022 Apr 05, 2024	SELL	N/A	-3,787 Reduced 20.82%	14,398 $1.47 Billion
Q4 2021 Apr 05, 2024	BUY	N/A	46 Added 0.25%	18,185 $1.99 Billion
Q3 2021 Apr 05, 2024	BUY	N/A	1,853 Added 11.38%	18,139 $2.01 Billion
Q2 2021 Apr 05, 2024	BUY	N/A	10,393 Added 176.36%	16,286 $1.81 Billion
Q1 2021 Apr 05, 2024	BUY	N/A	3,904 Added 196.28%	5,893 $645 Million
Q4 2020 Apr 05, 2024	SELL	N/A	-464 Reduced 18.92%	1,989 $225 Million
Q3 2020 Apr 05, 2024	BUY	N/A	16 Added 0.66%	2,453 $276 Million
Q2 2020 Apr 05, 2024	BUY	N/A	17 Added 0.7%	2,437 $272 Million
Q1 2020 Apr 05, 2024	BUY	N/A	259 Added 11.99%	2,420 $257 Million
Q4 2019 Apr 05, 2024	BUY	N/A	301 Added 16.18%	2,161 $233 Million
Q3 2019 Apr 05, 2024	SELL	N/A	-12,631 Reduced 87.16%	1,860 $203 Million

Others Institutions Holding BOND

# of Institutions

417

Shares Held

33.9M

Call Options Held

Put Options Held

2.3K

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

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