Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr High Yield Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
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 1,897 shares of HYS stock, worth $176,326. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,897Holding current value
$176,326% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding HYS
# of Institutions
237Shares Held
10MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.31MShares$122 Million0.01% of portfolio
-
Assetmark, Inc660KShares$61.4 Million0.2% of portfolio
-
Morgan Stanley New York, NY600KShares$55.8 Million0.0% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA542KShares$50.3 Million16.28% of portfolio
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Envestnet Asset Management Inc530KShares$49.2 Million0.02% of portfolio