Cyndeo Wealth Partners, LLC First Trust Dorsey Wright Focu Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,278 shares of FV stock, worth $505,620. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,278
Previous 8,278 -0.0%
Holding current value
$505,620
Previous $474,000 1.69%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
SELL
$43.02 - $46.91 $15,444 - $16,840
-359 Reduced 4.16%
8,278 $388,000
Q1 2023

Apr 21, 2023
BUY
$42.68 - $48.77 $15,364 - $17,557
360 Added 4.35%
8,637 $389,000
Q4 2022

Jan 25, 2023
BUY
$42.79 - $49.32 $354,172 - $408,221
8,277 New
8,277 $0

Others Institutions Holding FV

# of Institutions
325
Shares Held
42.2M
Call Options Held
4.6K
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email