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CSX Corporation shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in CSX Corporation

Tip: Access up to 7 years of quarterly data

All positions including CSX Corporation 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 CSX Corporation by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 788 37.05
2023-09-30 $24k 782 30.77
2023-06-30 $28k 817 34.08
2022-09-30 $746 28 26.64
2022-06-30 $813 28 29.07

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 CSX Corporation

Vanguard Group
BlackRock
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Soroban Capital Partners
Lazard Asset Management
Legal & General Group
Royal Bank of Canada
Fisher Investments
Norges Bank Investment Management
Neuberger Berman Group
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management

View all funds holding CSX Corporation