Cyndeo Wealth Partners, LLC First Tr Exchange Traded Fd Fi Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,642 shares of FXL stock, worth $406,973. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,642
Previous 2,642
-0.0%
Holding current value
$406,973
Previous $359,000
1.95%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FXL
# of Institutions
238Shares Held
5.7MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$127 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$102 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$68.8 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$42.4 Million0.02% of portfolio
-
Rvw Wealth, LLC201KShares$30.9 Million2.74% of portfolio