Cyndeo Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 23,535 shares of PIZ stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,535
Previous 24,247 2.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-712 Reduced 2.94%
23,535 $0
Q1 2025

Apr 17, 2025
SELL
N/A
-14 Reduced 0.06%
24,247 $0
Q4 2024

Jan 21, 2025
SELL
N/A
-2,336 Reduced 8.78%
24,261 $0
Q3 2024

Oct 18, 2024
SELL
N/A
-4,046 Reduced 13.2%
26,597 $0
Q2 2024

Jul 30, 2024
SELL
N/A
-4,013 Reduced 11.58%
30,643 $0
Q1 2024

Apr 16, 2024
SELL
N/A
-4,728 Reduced 12.0%
34,656 $0
Q4 2023

Jan 12, 2024
SELL
N/A
-33,625 Reduced 46.06%
39,384 $0
Q3 2023

Oct 10, 2023
BUY
N/A
73,009 New
73,009 $0

Others Institutions Holding PIZ

# of Institutions
74
Shares Held
5.81M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PIZ Quotes by TradingView
  • Ticker PIZ
More about PIZ
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