Financial Synergies Wealth Advisors, Inc. Vanguard Total World Stk Index Put Options Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.4 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$495 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$479 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$288 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$286 Million
4.91% of portfolio

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