Financial Synergies Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 94,083 shares of VB stock, worth $20.3 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
94,083
Previous 135,876
30.76%
Holding current value
$20.3 Million
Previous $24.9 Billion
13.76%
% of portfolio
2.82%
Previous 3.86%
Shares
21 transactions
Others Institutions Holding VB
# of Institutions
1,973Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.2 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.55 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.47 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.01 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$947 Million0.24% of portfolio