Financial Synergies Wealth Advisors, Inc. Purchases and Sells in Q4 2024

Financial Synergies Wealth Advisors, Inc.

44 operations

Stock	Shares change	Price Range	Shares Held
VUG	695 + 0.28%	$378.79 - $428.11 $263K - $298K	251K $103B
IVV	795 + 0.35%	$570.51 - $610.59 $454K - $485K	228K $134B
SCHG	925K + 297.74%	$25.93 - $105.3 $24M - $97.4M	1.24M $34.4B
VO	4.61K + 1.34%	$261.5 - $284.63 $1.21M - $1.31M	350K $92.3B
AAPL	2.25K + 12.17%	$221.69 - $259.02 $499K - $584K	20.8K $5.2B
FBND	19.3K + 45.53%	$44.87 - $46.86 $866K - $904K	61.7K $2.77B

4 operations

Stock	Shares change	Price Range	Shares Held
PLTR	4.88K New	$36.46 - $82.38 $178K - $402K	4.88K $369M
TSLA	622 New	$213.65 - $479.86 $133K - $298K	622 $251M
ET	10.6K New	$16.05 - $19.86 $170K - $210K	10.6K $207M
MCK	360 New	$482.27 - $628.5 $174K - $226K	360 $205M

23 operations

Stock	Shares change	Price Range	Shares Held
DFCF	-13.7K - 55.3%	$41.17 - $43.34 $563K - $593K	11.1K $456M
VONV	-821 - 0.36%	$80.87 - $87.69 $66.4K - $72K	227K $18.5B
XOM	-191 - 0.41%	$105.51 - $125.37 $20.2K - $23.9K	46.3K $4.98B
VBR	-88 - 0.15%	$197.36 - $217.3 $17.4K - $19.1K	60.5K $12B
IJH	-1.49K - 8.57%	$61.68 - $67.87 $92K - $101K	15.9K $991M
MSFT	-114 - 3.34%	$406.35 - $454.46 $46.3K - $51.8K	3.3K $1.39B

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