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Fortune Brands shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Fortune Brands (FBIN) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Fortune Brands

Tip: Access up to 7 years of quarterly data

All positions including Fortune Brands 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 Fortune Brands by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 256 84.67
2023-09-30 $16k 256 62.16

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 Fortune Brands

BlackRock
Vanguard Group
Jpmorgan Chase & Co
Pictet Asset Management Holding SA
Harris Associates L.P
FMR
Select Equity
Geode Capital Management
Holocene Advisors
Wellington Management Company
Fiduciary Management
Federated Investors
Dimensional Fund Advisors
American Century Companies
Nordea Investment Management Ab

View all funds holding Fortune Brands