Cyndeo Wealth Partners, LLC Ishares Russell 3000 ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,305 shares of IWV stock, worth $788,955. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,305
Previous 2,305
-0.0%
Holding current value
$788,955
Previous $711,000
5.91%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
851Shares Held
26.8MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$667 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$367 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$367 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$354 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC944KShares$323 Million0.03% of portfolio