Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL SYNERGIES WEALTH ADVISORS INC | 07-16-2024 | 06-30-2024 | 70 | 742,330,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,974 | +Inf | 06-30-2024 |
| SIMMONS 1ST NATL CORP | CL A $1 PAR | Liquidated | $0 | 0 | 0.00 | 0.00 | 8,353 | +Inf | 06-30-2024 |
| JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 787 | +Inf | 06-30-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | Liquidated | $0 | 0 | 0.00 | 0.00 | -18,084 | -76.59 | 06-30-2024 |
