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 |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 124 | +Inf | 06-30-2024 |
| ELANCO ANIMAL HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 90 | +Inf | 06-30-2024 |
| KLA CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | +Inf | 06-30-2024 |
| SHUTTERSTOCK INC | COM | 454 | $1,380 | 19 | 0.00 | 19 | +Inf | 03-31-2023 |
