Financial Synergies Wealth Advisors’s TON Strategy Co TONX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Hold	0	–	-$60	–	539
2023 Q1	–	Hold	0	–	–	–	491

Other funds holding TONX

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

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

Geode Capital Management

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

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Global Retirement Partners San Rafael, California $5.64B AUM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return