Financial Synergies Wealth Advisors’s LTC Properties LTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14	Closed	-$498	–	532
2023 Q4	$498	Buy	+14	New	+$453	﹤0.01%	376
2023 Q2	–	Sell	-14	Closed	-$492	–	520
2023 Q1	$492	Hold	14	–	–	﹤0.01%	416
2022 Q4	$498	Hold	14	–	–	﹤0.01%	376
2022 Q3	$525	Hold	14	–	–	﹤0.01%	361
2022 Q2	$538	Buy	+14	New	+$517	﹤0.01%	368

Other funds holding LTC

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's LTC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of LTC Properties (LTC) in Q1 2024, closing a stake of 14 shares — an estimated $498 sold.

Financial Synergies Wealth Advisors first reported a position in LTC in Q2 2022 and held it in 5 quarters. The position peaked at $538 in Q2 2022. 231 funds tracked by Wall St. Rank hold LTC as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining LTC Properties position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 14 LTC Properties shares in Q1 2024, an estimated $498.
Financial Synergies Wealth Advisors first reported a position in LTC Properties in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's LTC Properties position peaked at $538 in Q2 2022.
231 funds tracked by Wall St. Rank held LTC Properties as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.