Cyndeo Wealth Partners, LLC First Tr Exchange Traded Fd Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 33,412 shares of FXD stock, worth $2.1 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
33,412
Previous 40,548
17.6%
Holding current value
$2.1 Million
Previous $2.62 Million
23.51%
% of portfolio
0.16%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding FXD
# of Institutions
136Shares Held
21.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.2MShares$763 Million0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$112 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL394KShares$24.7 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC355KShares$22.3 Million0.0% of portfolio