Financial Synergies Wealth Advisors, Inc. PIMCO ETF TR Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025
Number of Shares
9,077
Previous 7,288 24.55%
Holding current value
$470 Million
Previous $371 Million 26.58%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 27, 2025
BUY
N/A
1,789 Added 24.55%
9,077 $470 Million
Q2 2025

Jul 29, 2025
BUY
N/A
1,891 Added 35.04%
7,288 $371 Million
Q1 2025

Apr 30, 2025
BUY
N/A
5,397 New
5,397 $273 Million
Q1 2024

Apr 12, 2024
BUY
N/A
2,393 New
2,393 $119 Million
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