Cyndeo Wealth Partners, LLC First Trust Industrials/Produc Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 29,728 shares of FXR stock, worth $2.24 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
29,728
Previous 36,278
18.06%
Holding current value
$2.24 Million
Previous $2.65 Million
23.54%
% of portfolio
0.16%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding FXR
# of Institutions
177Shares Held
23.4MCall Options Held
5.7KPut Options Held
0-
First Trust Advisors LP Wheaton, IL11MShares$828 Million0.79% of portfolio
-
Wells Fargo & Company San Francisco, CA2.01MShares$152 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.98MShares$149 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC692KShares$52.2 Million0.02% of portfolio