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Visa shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa 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 Visa by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 632 350.95
2024-03-31 $172k 616 279.28
2023-12-31 $15k 72 207.76
2023-09-30 $132k 572 230.01
2023-06-30 $17k 71 237.49
2023-03-31 $20k 89 225.46
2022-12-31 $15k 72 207.76
2022-09-30 $2.7k 15 177.67
2022-06-30 $3.0k 15 196.93

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 Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa