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 |
|---|---|---|---|---|---|---|---|---|---|
| HP INC | COM | Liquidated | $48,426 | 1,602 | 0.00 | 0.00 | 1,602 | +Inf | 03-31-2024 |
| RTX CORPORATION | COM | Liquidated | $47,790 | 490 | 0.00 | 0.00 | 490 | +Inf | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 153 | $46,488 | 469 | 0.00 | 469 | +Inf | 03-31-2023 | |
| KINDER MORGAN INC DEL | COM | Liquidated | $45,386 | 2,475 | 0.00 | 0.00 | 2,475 | +Inf | 03-31-2024 |
