Cyndeo Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 22,257 shares of QUAL stock, worth $3.98 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,257
Previous 13,151
69.24%
Holding current value
$3.98 Million
Previous $2.16 Million
75.84%
% of portfolio
0.3%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,353Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio