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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES SILVER TR | CALL | 301 | $10,445 | 500 | 0.00 | 500 | +Inf | 06-30-2023 | |
| HEALTHPEAK PROPERTIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 590 | +Inf | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | Liquidated | $0 | 0 | 0.00 | 0.00 | 227 | +Inf | 06-30-2024 |
| GAMING & LEISURE PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 234 | +Inf | 06-30-2024 |
