Financial Synergies Wealth Advisors, Inc. Vanguard Growth ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 250,583 shares of VUG stock, worth $105 Million. This represents 12.76% of its overall portfolio holdings.
Number of Shares
250,583
Previous 249,888
0.28%
Holding current value
$105 Million
Previous $95.9 Billion
7.2%
% of portfolio
12.76%
Previous 11.91%
Shares
19 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.68 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio