Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Apr 05, 2024

SELL
N/A
-26,578 Closed
0 $0
Q4 2019

Apr 05, 2024

SELL
N/A
-17,145 Reduced 39.21%
26,578 $660 Million
Q3 2019

Apr 05, 2024

SELL
N/A
-3,000 Reduced 6.42%
43,723 $982 Million
Q1 2019

Apr 05, 2024

BUY
N/A
46,723 New
46,723 $1.16 Billion
Track This Portfolio

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.