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 |
|---|---|---|---|---|---|---|---|---|---|
| DEVON ENERGY CORP NEW | COM | Liquidated | $502 | 10 | 0.00 | 0.00 | 10 | +Inf | 03-31-2024 |
| CAPITAL SOUTHWEST CORP | COM | Liquidated | $500 | 20 | 0.00 | 0.00 | 20 | +Inf | 03-31-2024 |
| FMC CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | +Inf | 03-31-2022 |
| LTC PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | +Inf | 03-31-2022 |
