13F-HR filed by Financial Synergies Wealth Advisors, Inc.
Financial Synergies Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-12, with 507 holding rows worth $762,141,904.
- Accession
- 0001214659-24-006713
- Filer
- CIK 2017868
- Filed
- 2024-04-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 573 entries on the cover page, a total value of $762,141,904 stated on the cover page (in dollars after the unit check, H1), rows summing to $762,141,904 with VALUE read as dollars as filed, 13F file number 028-24048. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 1 | $57 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 10 | $48 | dollars as filed | |
| KIDPIK CORP | 49382L207 | COM NEW | 6 | $28 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 1 | $19 | dollars as filed | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 3 | $9 | dollars as filed | |
| CENNTRO INC | 150964104 | cs | 1 | $2 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 0 | $1 | dollars as filed | Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-24-006713 | this filing | 2024-04-12 | acceptance time not in the bulk data set |