Ishares Tr shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19k | 274 | 68.19 |
| 2023-12-31 | $11k | 206 | 54.36 |
| 2023-09-30 | $14k | 252 | 57.12 |
| 2023-06-30 | $14k | 231 | 60.94 |
| 2023-03-31 | $13k | 219 | 59.68 |
| 2022-12-31 | $11k | 206 | 54.36 |
| 2022-09-30 | $8.5k | 182 | 46.69 |
| 2022-06-30 | $8.5k | 162 | 52.28 |
More positions owned by Financial Synergies Wealth Advisors
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