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Nuscale Pwr Corp shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Nuscale Pwr Corp (SMR.WS) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Nuscale Pwr Corp

Tip: Access up to 7 years of quarterly data

All positions including Nuscale Pwr Corp 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 Nuscale Pwr Corp by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $416 520 0.80
2023-09-30 $343 520 0.66

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 Nuscale Pwr Corp

LMR Partners
D. E. Shaw & Co
Cowen And Company
QVT Financial
Privium Fund Management B.V.
Walleye Trading Advisors
Millennium Management
Saba Capital Management
Wolverine Asset Management
Nomura Holdings
Hrt Financial
CSS
Two Sigma Investments
Cambridge Investment Research Advisors
Warberg Asset Management

View all funds holding Nuscale Pwr Corp