Financial Synergies Wealth Advisors, Inc. BLACKROCK ETF TRUST II Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025
Number of Shares
162,245
Previous 147,842 9.74%
Holding current value
$7.98 Billion
Previous $7.19 Billion 11.01%
% of portfolio
0.81%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
14,403 Added 9.74%
162,245 $7.98 Billion
Q2 2025

Jul 29, 2025
BUY
N/A
12,180 Added 8.98%
147,842 $7.19 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
135,662 New
135,662 $6.72 Billion
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