Financial Synergies Wealth Advisors, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 38,705 shares of USIG stock, worth $1.98 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
38,705
Previous 26,829
44.27%
Holding current value
$1.98 Million
Previous $1.35 Billion
46.56%
% of portfolio
0.24%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding USIG
# of Institutions
463Shares Held
185MCall Options Held
8KPut Options Held
0-
Bank Of America Corp Charlotte, NC42.6MShares$2.18 Billion0.18% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.7MShares$804 Million2.63% of portfolio
-
Personal Capital Advisors Corp9.74MShares$499 Million2.32% of portfolio
-
Truist Financial Corp9.08MShares$465 Million0.7% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.24MShares$422 Million0.12% of portfolio