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Eaton shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $39k 125 312.68
2023-12-31 $20k 125 156.95
2023-09-30 $27k 125 213.28
2023-06-30 $25k 125 201.10
2023-03-31 $21k 125 171.34
2022-12-31 $20k 125 156.95

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Massachusetts Financial Services
Morgan Stanley
Geode Capital Management
Nuveen Asset Management
Alliancebernstein
Bank of New York Mellon
Northern Trust
Raymond James & Associates
ClearBridge Advisors
Wells Fargo & Company

View all funds holding Eaton