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 |
|---|---|---|---|---|---|---|---|---|---|
| EOG RES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 408 | +Inf | 06-30-2024 |
| ENERGY TRANSFER L P | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,186 | +Inf | 06-30-2024 |
| PRUDENTIAL FINL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 416 | +Inf | 06-30-2024 |
| HP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,602 | +Inf | 06-30-2024 |
