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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | Liquidated | $0 | 0 | 0.00 | 0.00 | 672 | +Inf | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 99 | +Inf | 06-30-2024 |
| FORD MTR CO DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,035 | +Inf | 06-30-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 288 | +Inf | 06-30-2024 |
