Financial Synergies Wealth Advisors, Inc. Closed Holding Positions

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2024 Filed on Apr 12, 2024
39
$45.44 - $46.67 $1.77K - $1.82K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2021 Filed on Apr 05, 2024
212,582
$97.54 - $103.68 $20.7M - $22M
EPD
Enterprise Products Partners L.P.

Energy
Q2 2019 Filed on Apr 05, 2024
7,535
$27.85 - $29.6 $210K - $223K
Noble Energy Inc
Q4 2020 Filed on Apr 05, 2024
26,578
N/A
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 05, 2024
4,643
$20.14 - $55.75 $93.5K - $259K
Weatherford Intl PLC
Q2 2019 Filed on Apr 05, 2024
19,607
N/A
Anadarko Pete Corp
Q3 2019 Filed on Apr 05, 2024
3,680
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on Apr 05, 2024
6,705
$49.07 - $54.16 $329K - $363K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2020 Filed on Apr 05, 2024
4,463
$51.37 - $51.48 $229K - $230K
GE
General Electric CO

Industrials
Q1 2022 Filed on Apr 05, 2024
3,073
$85.38 - $103.16 $262K - $317K
Ezcorp Inc
Q1 2022 Filed on Apr 05, 2024
12,000
N/A
Horizon Global Corp
Q1 2022 Filed on Apr 05, 2024
13,000
N/A
SMTS
Sierra Metals Inc.

Basic Materials
Q2 2021 Filed on Apr 05, 2024
12,000
$2.82 - $3.85 $33.8K - $46.2K
Tutor Perini Corp
Q2 2021 Filed on Apr 05, 2024
12,000
N/A
CLR
Continental Resources, Inc

Energy
Q3 2021 Filed on Apr 05, 2024
7,204
$32.02 - $47.07 $231K - $339K
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Apr 05, 2024
739
$205.68 - $366.99 $152K - $271K
IEF
Ishares Barclays

ETFs
Q2 2023 Filed on Apr 04, 2024
469
$96.39 - $100.48 $45.2K - $47.1K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q2 2023 Filed on Apr 04, 2024
25
$34.58 - $46.03 $865 - $1.15K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2023 Filed on Apr 04, 2024
608
$31.95 - $32.66 $19.4K - $19.9K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2023 Filed on Apr 04, 2024
258
$50.04 - $50.36 $12.9K - $13K
KRC
Kilroy Realty Corp

Real Estate
Q2 2023 Filed on Apr 04, 2024
31
$26.06 - $32.33 $808 - $1K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2023 Filed on Apr 04, 2024
38
$28.87 - $32.97 $1.1K - $1.25K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q3 2023 Filed on Apr 04, 2024
50
$295.25 - $345.42 $14.8K - $17.3K
STX
Seagate Technology Holdings PLC

Technology
Q2 2023 Filed on Apr 04, 2024
24
$55.12 - $66.88 $1.32K - $1.61K
SSTK
Shutterstock, Inc.

Communication Services
Q2 2023 Filed on Apr 04, 2024
19
$46.8 - $74.21 $889 - $1.41K
Gsk PLC
Q3 2023 Filed on Apr 04, 2024
100
N/A
FE
Firstenergy Corp

Utilities
Q2 2023 Filed on Apr 04, 2024
433
$36.71 - $41.85 $15.9K - $18.1K
EVRG
Evergy, Inc.

Utilities
Q4 2023 Filed on Apr 04, 2024
306
$48.05 - $53.37 $14.7K - $16.3K
VMC
Vulcan Materials CO

Basic Materials
Q3 2022 Filed on Apr 04, 2024
1
$142.47 - $178.39 $142 - $178
UPWS
Wheels Up Experience Inc Wt Ex
Q3 2022 Filed on Apr 04, 2024
1,000
N/A
CS
Credit Suisse Group Ag

Financial Services
Q4 2022 Filed on Apr 04, 2024
300
$2.99 - $4.85 $897 - $1.46K
FUBO
Fubo Tv Inc.

Communication Services
Q4 2022 Filed on Apr 04, 2024
100
$1.65 - $4.13 $165 - $413
GM
General Motors CO

Consumer Cyclical
Q4 2022 Filed on Apr 04, 2024
35
$31.76 - $41.12 $1.11K - $1.44K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2022 Filed on Apr 04, 2024
8
$97.8 - $133.34 $782 - $1.07K
REV
Revlon Inc

Consumer Defensive
Q4 2022 Filed on Apr 04, 2024
100
$0.0 - $3.9 $0 - $390
BCE
Bce Inc

Communication Services
Q2 2023 Filed on Apr 04, 2024
117
$44.58 - $48.3 $5.22K - $5.65K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2023 Filed on Apr 04, 2024
418
$57.89 - $64.73 $24.2K - $27.1K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2023 Filed on Apr 04, 2024
5
$81.05 - $109.64 $405 - $548
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2023 Filed on Apr 04, 2024
440
$29.36 - $29.7 $12.9K - $13.1K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2023 Filed on Apr 04, 2024
3
$508.46 - $591.13 $1.53K - $1.77K
MTN
Vail Resorts Inc

Consumer Cyclical
Q4 2023 Filed on Apr 04, 2024
65
$206.52 - $230.16 $13.4K - $15K
ZI
Zoom Info Technologies Inc.

Technology
Q3 2023 Filed on Apr 04, 2024
27
$15.73 - $28.95 $425 - $782
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2023 Filed on Apr 04, 2024
40
$15.17 - $18.11 $607 - $724
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
Q4 2023 Filed on Apr 04, 2024
5
$92.63 - $152.53 $463 - $763
H
Hyatt Hotels Corp

Consumer Cyclical
Q4 2023 Filed on Apr 04, 2024
192
$99.28 - $131.41 $19.1K - $25.2K
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
Q4 2023 Filed on Apr 04, 2024
299
$5.7 - $7.09 $1.7K - $2.12K
ROIV
Roivant Sciences Ltd.

Healthcare
Q4 2023 Filed on Apr 04, 2024
73
$8.38 - $11.58 $612 - $845
TBPH
Theravance Biopharma, Inc.

Healthcare
Q4 2023 Filed on Apr 04, 2024
80
$8.58 - $11.4 $686 - $912
AMGN
Amgen Inc

Healthcare
Q3 2022 Filed on Apr 04, 2024
200
$224.46 - $253.15 $44.9K - $50.6K
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