Financial Synergies Wealth Advisors, Inc. VANGUARD MALVERN FDS Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $918 Billion
  • Q2 2025
Number of Shares
2,634
Previous 2,594 1.54%
Holding current value
$205 Million
Previous $201 Million 1.86%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
40 Added 1.54%
2,634 $205 Million
Q1 2025

Apr 30, 2025
BUY
N/A
2,594 New
2,594 $201 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email