Financial Synergies Wealth Advisors »

Merck & Co shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co 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 Merck & Co by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $144k 1.1k 131.92
2023-12-31 $66k 598 110.95
2023-09-30 $102k 990 102.91
2023-06-30 $129k 1.1k 115.35
2023-03-31 $119k 1.1k 106.35
2022-12-31 $66k 598 110.95
2022-09-30 $29k 337 86.12
2022-06-30 $18k 200 91.17

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 Merck & Co

Vanguard Group
BlackRock
Wellington Management Company
Geode Capital Management
FMR
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Franklin Resources
Charles Schwab Investment Management

View all funds holding Merck & Co