Financial Synergies Wealth Advisors »

Trade Desk shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Trade Desk (TTD) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Trade Desk

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trade Desk by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 215 87.42
2023-12-31 $14k 311 44.83
2023-09-30 $25k 323 78.15
2023-06-30 $25k 323 77.22
2023-03-31 $20k 321 60.91
2022-12-31 $14k 311 44.83
2022-09-30 $19k 311 59.75
2022-06-30 $4.7k 111 41.89

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 Trade Desk

Vanguard Group
Baillie Gifford & Co
BlackRock
Jpmorgan Chase & Co
Jennison Associates
Geode Capital Management
T. Rowe Price Associates
Millennium Management
Susquehanna International
D. E. Shaw & Co
Citadel Advisors
Northern Trust
Legal & General Group
FMR
Zevenbergen Capital Investments

View all funds holding Trade Desk