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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | Liquidated | $816 | 3 | 0.00 | 0.00 | 3 | +Inf | 03-31-2024 |
| LAS VEGAS SANDS CORP | COM | 552 | $812 | 14 | 0.00 | 14 | +Inf | 06-30-2023 | |
| PHIBRO ANIMAL HEALTH CORP | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 58 | +Inf | 12-31-2022 |
| DIAMONDBACK ENERGY INC | COM | Liquidated | $793 | 4 | 0.00 | 0.00 | 4 | +Inf | 03-31-2024 |
