FSWA
SMR.WS

Financial Synergies Wealth Advisors’s NuScale Power Corporation Warrants, each exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share SMR.WS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SMR.WS Stock Details SMR.WS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-520
Closed -$416 – 503
2024
Q1 		$416 Buy
+520
New +$416 ﹤0.01% 470
2023
Q4 		– Sell
-520
Closed -$344 – 553
2023
Q3 		$344 Buy
+520
New +$344 ﹤0.01% 466