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Palantir Technologies shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Palantir Technologies (PLTR) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Palantir Technologies

Tip: Access up to 7 years of quarterly data

All positions including Palantir Technologies 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 Palantir Technologies by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 1.1k 177.75
2025-03-31 $367k 4.4k 84.40
2024-12-31 $369k 4.9k 75.63
2024-03-31 $69 3 23.33
2022-06-30 $907 100 9.07

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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Palantir Technologies

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Jane Street
Citadel Advisors
Jpmorgan Chase & Co
Norges Bank Investment Management
FMR
Invesco
Northern Trust
Amundi
Charles Schwab Investment Management
D. E. Shaw & Co

View all funds holding Palantir Technologies