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Moderna shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna 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 Moderna by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 234 106.56
2023-12-31 $90k 500 179.62
2023-09-30 $29k 284 103.29
2023-06-30 $61k 500 121.50
2023-03-31 $77k 500 153.58
2022-12-31 $90k 500 179.62
2022-09-30 $114k 964 118.25
2022-06-30 $247k 1.7k 142.85

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 Moderna

Baillie Gifford & Co
Vanguard Group
BlackRock
FMR
Flagship Ventures Management
Theleme Partners
Wellington Management Company
Geode Capital Management
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Banque Pictet & Cie Sa
Ubs Global Asset Management Americas
Northern Trust
Legal & General Group

View all funds holding Moderna