Financial Synergies Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$693K	Buy
2023 Q4	–	Sell
2023 Q3	$98.6K	Hold
2023 Q2	$95K	Hold
2023 Q1	$93.3K	Buy
2019 Q2	–	Sell
2019 Q1	$219K	Buy