Financial Synergies Wealth Advisors »

Diageo shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo 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 Diageo by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 83 148.75
2023-12-31 $17k 94 178.19
2023-09-30 $14k 91 149.19
2023-06-30 $16k 91 173.48
2023-03-31 $21k 117 181.19
2022-12-31 $17k 94 178.19
2022-06-30 $1.7k 10 174.20

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 Diageo

Bank of America Corporation
ClearBridge Advisors
Charles Schwab Investment Management
Wells Fargo & Company
Markel Corporation
BlackRock
Royal Bank of Canada
Massachusetts Financial Services
Brown Brothers Harriman & Co.
Envestnet Asset Management
UBS Group
Dimensional Fund Advisors
Natixis Asset Management Advisors
Fayez Sarofim & Co
Goldman Sachs Group

View all funds holding Diageo