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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 06-30-2022 | |
| KLA CORP | COM NEW | Liquidated | $1,398 | 2 | 0.00 | 0.00 | 2 | +Inf | 03-31-2024 |
| GRIFOLS S A | SP ADR REP B NVT | Liquidated | $0 | 0 | 0.00 | 117 | +Inf | 06-30-2022 | |
| SHUTTERSTOCK INC | COM | 454 | $1,380 | 19 | 0.00 | 19 | +Inf | 03-31-2023 |
