FSWA
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Financial Synergies Wealth Advisors’s ePlus PLUS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$472 – 357
2024
Q1 		$472 Hold
6
– – ﹤0.01% 459
2023
Q4 		$266 Hold
6
– – ﹤0.01% 430
2023
Q3 		$382 Hold
6
– – ﹤0.01% 459
2023
Q2 		$338 Hold
6
– – ﹤0.01% 465
2023
Q1 		$295 Hold
6
– – ﹤0.01% 464
2022
Q4 		$266 Hold
6
– – ﹤0.01% 430
2022
Q3 		$250 Hold
6
– – ﹤0.01% 431
2022
Q2 		$319 Buy
+6
New +$336 ﹤0.01% 437

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.71B AUM 7.28% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return