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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 39 shares of PXF stock, worth $1,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 301 87.04%

Holding current value

$1,948

Previous $12.5 Million 84.51%

% of portfolio

0.0%

Previous 0.0%

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

Others Institutions Holding PXF

# of Institutions

188

Shares Held

28.3M

Call Options Held

Put Options Held

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About INVESCO IFTSE RAFI DEV MKTS EX

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