Financial Synergies Wealth Advisors, Inc. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Financial Synergies Wealth Advisors, Inc. opened 6 positions, added to 28, reduced 9, sold out of 1 and left 2 unchanged. The largest increase in value was MU (+$14,059,889); the largest decrease was XOMXXXX (-$2,265,735).
- COP: Country of operation United States; Class COM; Shares 2026-03-31 3,054; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2017868): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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