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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | Liquidated | $16,724 | 68 | 0.00 | 0.00 | 68 | +Inf | 03-31-2024 |
| BOEING CO | COM | Liquidated | $16,598 | 86 | 0.00 | 0.00 | 86 | +Inf | 03-31-2024 |
| DUPONT DE NEMOURS INC | COM | Liquidated | $16,331 | 213 | 0.00 | 0.00 | 213 | +Inf | 03-31-2024 |
| VAIL RESORTS INC | COM | Liquidated | $0 | 0 | 0.00 | 65 | +Inf | 12-31-2022 |
