Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 1,875 shares of IWY stock, worth $388,331. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,875
-0.0%
Holding current value
$388,331
Previous $365,000
10.14%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$591 Million0.22% of portfolio