Financial Synergies Wealth Advisors, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$62.17 - $69.12 $4,227 - $4,700	68 Added 33.01%	274 $18.7 Million
Q4 2023 Apr 04, 2024	SELL	$54.4 - $64.25 $2,502 - $2,955	-46 Reduced 18.25%	206 $11.2 Million
Q3 2023 Apr 04, 2024	BUY	$56.74 - $62.52 $1,191 - $1,312	21 Added 9.09%	252 $14.4 Million
Q2 2023 Apr 04, 2024	BUY	$59.18 - $61.93 $710 - $743	12 Added 5.48%	231 $14.1 Million
Q1 2023 Apr 04, 2024	BUY	$54.76 - $60.35 $711 - $784	13 Added 6.31%	219 $13.1 Million
Q4 2022 Apr 04, 2024	BUY	$45.93 - $56.24 $1,102 - $1,349	24 Added 13.19%	206 $11.2 Million
Q3 2022 Apr 04, 2024	BUY	$46.24 - $56.04 $924 - $1,120	20 Added 12.35%	182 $8.5 Million
Q2 2022 Apr 04, 2024	BUY	$50.93 - $62.33 $8,250 - $10,097	162 New	162 $8.47 Million

203

8.49M

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