Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr High Yield Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $918 Billion
  • Q2 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,796 shares of HYS stock, worth $361,113. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,796
Previous 2,924 29.82%
Holding current value
$361,113
Previous $274 Million 31.7%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$89.58 - $95.01 $78,113 - $82,848
872 Added 29.82%
3,796 $361 Million
Q1 2025

Apr 30, 2025
BUY
$93.32 - $95.35 $272,867 - $278,803
2,924 New
2,924 $274 Million
Q3 2024

Oct 07, 2024
SELL
$92.1 - $95.52 $7,275 - $7,546
-79 Reduced 3.53%
2,162 $206 Million
Q2 2024

Jul 23, 2024
BUY
$91.3 - $93.01 $31,407 - $31,995
344 Added 18.13%
2,241 $208 Million
Q1 2024

Apr 12, 2024
BUY
$92.43 - $93.71 $175,339 - $177,767
1,897 New
1,897 $177 Million

Others Institutions Holding HYS

# of Institutions
259
Shares Held
9.3M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR 1-5 YR HIGH YIELD

HYS Quotes by TradingView
  • Ticker HYS
  • Sector ETFs
  • Industry ETFs
More about HYS
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