Financial-Synergies-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
81
Total Value
200831850
Accession Number
0002017868-25-000007
Form Type
13F-HR
Manager Name
Financial-Synergies-Wealth-Advisors
Data Enrichment
64% identified
52 identified29 unidentified

Holdings

81 positions • $200.8M total value
Manager:
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Page 5 of 5
Energy Transfer LP
Shares:10.8K
Value:$200.0K
% of Portfolio:0.1% ($200.0K/$200.8M)