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AZZ Incorporated shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of AZZ Incorporated (AZZ) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in AZZ Incorporated

Tip: Access up to 7 years of quarterly data

All positions including AZZ Incorporated held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AZZ Incorporated by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $32k 414 77.31
2023-09-30 $19k 414 45.58

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding AZZ Incorporated

BlackRock
Vanguard Group
T. Rowe Price Investment Management
FMR
Dimensional Fund Advisors
Segall Bryant & Hamill
Harvey Partners
Ameriprise Financial
Geode Capital Management
Charles Schwab Investment Management
Northern Trust
Luther King Capital Management Corporation
Bank of New York Mellon
Aristotle Capital Boston
Hotchkis and Wiley Capital Management

View all funds holding AZZ Incorporated