Financial Synergies Wealth Advisors, Inc. Columbia ETF Tr I Multi Sector Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding MUST
# of Institutions
83Shares Held
13.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.43MShares$48.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.31MShares$46.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.72MShares$34.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$24.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC973KShares$19.5 Million0.0% of portfolio