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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 17 | +Inf | 06-30-2024 |
| ELEVANCE HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | +Inf | 06-30-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | +Inf | 06-30-2024 |
| EDGEWISE THERAPEUTICS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 28 | 33.73 | 06-30-2024 |
