Cyndeo Wealth Partners, LLC First Tr Exchange Traded Fd Fi Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	SELL	$60.62 - $71.94 $8,426 - $9,999	-139 Reduced 0.14%	99,154 $6.48 Million
Q4 2022 Jan 25, 2023	BUY	$53.53 - $65.39 $5.32 Million - $6.49 Million	99,293 New	99,293 $0

Others Institutions Holding FXZ

# of Institutions

116

Shares Held

2.76M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

427K
Shares

$23 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$10.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

181K
Shares

$9.76 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

172K
Shares

$9.27 Million
2.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

117K
Shares

$6.34 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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