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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | Liquidated | $26,805 | 288 | 0.00 | 0.00 | 288 | +Inf | 03-31-2024 |
| TARGET CORP | COM | Liquidated | $26,283 | 148 | 0.00 | 0.00 | 148 | +Inf | 03-31-2024 |
| 3M CO | COM | Liquidated | $25,921 | 244 | 0.00 | 0.00 | 244 | +Inf | 03-31-2024 |
| META PLATFORMS INC | CL A | Liquidated | $25,772 | 53 | 0.00 | 0.00 | 53 | +Inf | 03-31-2024 |
