FSWA
GTM

Financial Synergies Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27
Closed -$686 – 523
2023
Q2 		$686 Buy
+27
New +$686 ﹤0.01% 423