Financial Synergies Wealth Advisors, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
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 26,829 shares of USIG stock, worth $1.36 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
26,829
Previous 18,420
45.65%
Holding current value
$1.36 Million
Previous $969 Million
39.28%
% of portfolio
0.17%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding USIG
# of Institutions
459Shares Held
177MCall Options Held
21.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC33.3MShares$1.69 Billion0.14% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.6MShares$742 Million2.48% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.3MShares$525 Million0.14% of portfolio
-
Personal Capital Advisors Corp9.74MShares$495 Million2.32% of portfolio
-
Assetmark, Inc7.79MShares$396 Million1.08% of portfolio