Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr LTD Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FLTB
# of Institutions
63Shares Held
2.14MCall Options Held
0Put Options Held
0-
Ubs Group Ag489KShares$24.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC316KShares$15.8 Million0.02% of portfolio
-
Envestnet Asset Management Inc172KShares$8.59 Million0.0% of portfolio
-
Morgan Stanley New York, NY158KShares$7.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC105KShares$5.26 Million0.0% of portfolio