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Financial Synergies Wealth Advisors, Inc. → SNDK

Financial Synergies Wealth Advisors, Inc. SNDK Position History

Sandisk Corporation • Technology

Quarters held
3
Latest value
$9M
Q3 2026
Peak value
$11M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$2.7M
Q2 2026$11M
Q3 2026$9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9M5.1K——
Q2 2026$11M4.8K——
Q1 2026$2.7M4.2K——

Other funds holding SNDK

Other Financial Synergies Wealth Advisors, Inc. positions

ETHA

ISHARES TR

$175.5M
ETHA

ISHARES TR

$170.6M
ETHA

ISHARES TR

$156.3M
ETHA

ISHARES TR

$151.6M
ETHA

ISHARES TR

$147.7M
VGES

VANGUARD INDEX FDS

$137.9M
VGES

VANGUARD INDEX FDS

$130.6M
VGES

VANGUARD INDEX FDS

$123.1M