Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History

Financial Synergies Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$45.19 - $50.67 $90 - $101	2 New	2 $103,000
Q4 2023 Apr 04, 2024	SELL	$39.52 - $46.21 $79 - $92	-2 Closed	0 $0
Q2 2023 Apr 04, 2024	BUY	$38.96 - $42.79 $38 - $42	1 Added 100.0%	2 $86,000
Q1 2023 Apr 04, 2024	BUY	$36.64 - $40.44 $36 - $40	1 New	1 $40,000

181

39.5M

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