Financial Synergies Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 65,282 shares of ISTB stock, worth $3.1 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
65,282
Previous 228,693
71.45%
Holding current value
$3.1 Million
Previous $10.6 Billion
70.84%
% of portfolio
0.41%
Previous 1.64%
Shares
10 transactions
Others Institutions Holding ISTB
# of Institutions
397Shares Held
59MCall Options Held
500Put Options Held
2K-
Acorns Advisers, LLC Irvine, CA9.23MShares$438 Million4.89% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.77MShares$226 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.22MShares$153 Million0.04% of portfolio
-
Trust Point Inc. La Crosse, WI3.1MShares$147 Million11.56% of portfolio
-
Jpmorgan Chase & CO New York, NY1.9MShares$90.3 Million0.01% of portfolio