Financial Synergies Wealth Advisors, Inc. Options Holdings

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $822 Billion
  • Prior Value $806 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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