Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL SYNERGIES WEALTH ADVISORS INC | 04-12-2024 | 03-31-2024 | 573 | 762,141,904 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | Liquidated | $151,890 | 115 | 0.00 | 0.00 | 115 | +Inf | 03-31-2024 |
| MERCK & CO INC | COM | Liquidated | $144,190 | 1,093 | 0.00 | 0.00 | 1,093 | +Inf | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | Liquidated | $142,423 | 878 | 0.00 | 0.00 | 878 | +Inf | 03-31-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | 104 | $141,994 | 6,995 | 0.00 | 0.00 | -447 | -6.01 | 03-31-2024 |
