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 |
|---|---|---|---|---|---|---|---|---|---|
| SUPER MICRO COMPUTER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | +Inf | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 332 | +Inf | 06-30-2024 |
| GSK PLC | SPONSORED ADR | 353 | $3,564 | 100 | 0.00 | 100 | +Inf | 06-30-2023 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 53 | +Inf | 06-30-2024 |
