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 |
|---|---|---|---|---|---|---|---|---|---|
| SVB FINANCIAL GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 17 | +Inf | 03-31-2022 |
| FIVERR INTL LTD | ORD SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| GSK PLC | SPONSORED ADR | 353 | $3,564 | 100 | 0.00 | 100 | +Inf | 06-30-2023 | |
| KRANESHARES TR | ELEC VEH FUTUR | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 06-30-2022 |
