Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 9,766 shares of MBB stock, worth $909,409. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,766
Previous 9,041 8.02%
Holding current value
$909,409
Previous $866,000 3.35%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 21, 2025
BUY
$91.26 - $95.82 $66,163 - $69,469
725 Added 8.02%
9,766 $895,000
Q3 2024

Oct 18, 2024
BUY
$90.85 - $96.66 $74,133 - $78,874
816 Added 9.92%
9,041 $866,000
Q2 2024

Jul 30, 2024
BUY
$89.41 - $92.64 $98,798 - $102,367
1,105 Added 15.52%
8,225 $755,000
Q1 2024

Apr 16, 2024
BUY
$91.2 - $93.98 $185,227 - $190,873
2,031 Added 39.91%
7,120 $658,000
Q4 2023

Jan 12, 2024
BUY
$85.82 - $94.55 $436,737 - $481,164
5,089 New
5,089 $478,000

Others Institutions Holding MBB

# of Institutions
1,000
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

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