Financial Synergies Wealth Advisors, Inc. Invesco Iftse Rafi Dev Mkts Ex Transaction History

Financial Synergies Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$45.74 - $49.71 $11,983 - $13,024	-262 Reduced 87.04%	39 $1.94 Million
Q4 2023 Apr 04, 2024	BUY	$41.6 - $47.48 $10,899 - $12,439	262 Added 671.79%	301 $12.5 Million
Q3 2023 Apr 04, 2024	SELL	$43.37 - $46.68 $13,054 - $14,050	-301 Reduced 88.53%	39 $1.7 Million
Q2 2023 Apr 04, 2024	BUY	$43.24 - $46.12 $1,686 - $1,798	39 Added 12.96%	340 $15.3 Million
Q2 2022 Apr 04, 2024	BUY	$39.56 - $46.56 $11,907 - $14,014	301 New	301 $12 Million
Q1 2020 Apr 05, 2024	SELL	$26.31 - $42.87 $136,601 - $222,581	-5,192 Closed	0 $0
Q4 2019 Apr 05, 2024	BUY	$38.48 - $42.78 $188,205 - $209,236	4,891 Added 1624.92%	5,192 $221 Million

202

27.4M

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