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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | Liquidated | $1,096 | 7 | 0.00 | 0.00 | 7 | +Inf | 03-31-2024 |
| KEYSIGHT TECHNOLOGIES INC | COM | Liquidated | $1,095 | 7 | 0.00 | 0.00 | 7 | +Inf | 03-31-2024 |
| PRESTIGE CONSMR HEALTHCARE I | COM | Liquidated | $1,089 | 15 | 0.00 | 0.00 | 15 | +Inf | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | Liquidated | $0 | 0 | 0.00 | 8 | +Inf | 03-31-2023 |
