Financial Synergies Wealth Advisors, Inc. Ishares Gold Trust Transaction History

Financial Synergies Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$37.66 - $42.01 $1,054 - $1,176	28 Added 0.89%	3,183 $134 Million
Q4 2023 Apr 04, 2024	SELL	$34.47 - $39.34 $965 - $1,101	-28 Reduced 0.88%	3,155 $109 Million
Q2 2023 Apr 04, 2024	BUY	$36.15 - $38.86 $1,012 - $1,088	28 Added 0.89%	3,183 $116 Million
Q2 2022 Apr 04, 2024	BUY	$34.31 - $37.62 $108,248 - $118,691	3,155 New	3,155 $108 Million

1,320

357M

5.12M

22.4M

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