Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 140,083 shares of IBMP stock, worth $3.54 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
140,083
Previous 129,853 7.88%
Holding current value
$3.54 Million
Previous $3.3 Million 6.57%
% of portfolio
0.25%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.08 - $25.43 $256,568 - $260,148
10,230 Added 7.88%
140,083 $3.52 Million
Q3 2024

Oct 18, 2024
BUY
$24.92 - $25.47 $521,176 - $532,679
20,914 Added 19.2%
129,853 $3.3 Million
Q2 2024

Jul 30, 2024
SELL
$24.83 - $25.08 $49,982 - $50,486
-2,013 Reduced 1.81%
108,939 $2.72 Million
Q1 2024

Apr 16, 2024
BUY
$25.17 - $25.41 $891,068 - $899,564
35,402 Added 46.86%
110,952 $2.79 Million
Q4 2023

Jan 12, 2024
BUY
$24.36 - $25.42 $1.84 Million - $1.92 Million
75,550 New
75,550 $1.92 Million

Others Institutions Holding IBMP

# of Institutions
157
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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