Financial Synergies Wealth Advisors, Inc. ETF Ser Solutions Defiance Nex Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding FIVG
# of Institutions
169Shares Held
3.05MCall Options Held
15.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC293KShares$11.8 Million0.01% of portfolio
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Commonwealth Equity Services, LLC230KShares$9.27 Million0.01% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA200KShares$8.08 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL142KShares$5.71 Million0.01% of portfolio
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Ewg Elevate Inc.112KShares$4.5 Million1.83% of portfolio