Cyndeo Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,271 shares of IWB stock, worth $692,700. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,271
Previous 2,661
14.66%
Holding current value
$692,700
Previous $836,000
12.56%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWB
# of Institutions
1,470Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$2.97 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.43 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.25 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$941 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$818 Million0.13% of portfolio