Financial Synergies Wealth Advisors’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-125	Closed	-$39.1K	–	190
2024 Q1	$39.1K	Hold	125	–	–	0.01%	147
2023 Q4	$19.6K	Hold	125	–	–	﹤0.01%	141
2023 Q3	$26.7K	Hold	125	–	–	﹤0.01%	155
2023 Q2	$25.1K	Hold	125	–	–	﹤0.01%	149
2023 Q1	$21.4K	Hold	125	–	–	﹤0.01%	168
2022 Q4	$19.6K	Buy	+125	New	+$19.2K	﹤0.01%	141

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Synergies Wealth Advisors's ETN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Eaton (ETN) in Q2 2024, closing a stake of 125 shares — an estimated $39.1K sold.

Financial Synergies Wealth Advisors first reported a position in ETN in Q4 2022 and held it in 6 quarters. The position peaked at $39.1K in Q1 2024. 2,076 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Eaton position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 125 Eaton shares in Q2 2024, an estimated $39.1K.
Financial Synergies Wealth Advisors first reported a position in Eaton in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Eaton position peaked at $39.1K in Q1 2024.
2,076 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.