Financial Synergies Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$161.84 - $179.11 $35,281 - $39,045	218 Added 244.94%	307 $55 Million
Q4 2023 Apr 04, 2024	SELL	$143.69 - $165.7 $30,605 - $35,294	-213 Reduced 70.53%	89 $13.5 Million
Q2 2023 Apr 04, 2024	SELL	$148.55 - $157.83 $17,826 - $18,939	-120 Reduced 28.44%	302 $47.7 Million
Q1 2023 Apr 04, 2024	BUY	$145.2 - $161.56 $48,351 - $53,799	333 Added 374.16%	422 $64.3 Million
Q3 2022 Apr 04, 2024	BUY	N/A	89 New	89 $12 Million

1,631

250M

509K

50K

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.