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 |
|---|---|---|---|---|---|---|---|---|---|
| ARROW ELECTRS INC | COM | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 03-31-2023 | |
| OMEGA HEALTHCARE INVS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | +Inf | 03-31-2022 |
| MOLINA HEALTHCARE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | +Inf | 03-31-2022 |
| NATIONAL HEALTH INVS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | +Inf | 03-31-2022 |
