Financial Synergies Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
2.48K
+ 0.95%
$433.97 - $484.08 $1.07M - $1.2M
262K $126B
12.2K
+ 2.38%
$175.51 - $186.57 $2.13M - $2.27M
524K $97.7B
5.98K
+ 1.63%
$279.83 - $293.74 $1.67M - $1.76M
372K $109B
5.53K
+ 0.85%
N/A
653K $43B
439
+ 0.05%
$62.79 - $68.42 $27.6K - $30K
904K $61.3B
8.75K
+ 0.97%
$56.02 - $60.3 $490K - $528K
909K $54.5B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
PIMCO ETF TR
11.8K
New
N/A
11.8K $588M
274
New
$697.13 - $769.67 $191K - $211K
274 $208M
9.24K
New
$21.55 - $22.3 $199K - $206K
9.24K $204M
BLACKROCK INC
173
New
N/A
173 $202M
1.31K
New
$150.47 - $161.22 $197K - $211K
1.31K $201M

Top Sells

Reduced Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
-6.52K
- 13.66%
$50.73 - $52.47 $331K - $342K
41.2K $2.15B
-1.21K
- 27.2%
$108.97 - $121.65 $132K - $147K
3.24K $391M
-352
- 13.0%
$209.79 - $237.38 $73.8K - $83.6K
2.36K $508M
-436
- 31.62%
$293.94 - $444.72 $128K - $194K
943 $419M
-153
- 12.22%
$282.78 - $316.06 $43.3K - $48.4K
1.1K $347M
-1.57K
- 14.15%
$61.62 - $72.77 $97K - $115K
9.55K $695M
View all
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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