Cyndeo Wealth Partners, LLC Global X Uranium ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Global X Uranium ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 374,731 shares of URA stock, worth $10.5 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

374,731

Previous 294,362 27.3%

Holding current value

$10.5 Million

Previous $8.52 Million 25.82%

% of portfolio

0.76%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$23.18 - $31.26 $1.86 Million - $2.51 Million	80,369 Added 27.3%	374,731 $10.7 Million
Q2 2024 Jul 30, 2024	BUY	$28.77 - $33.21 $732,340 - $845,360	25,455 Added 9.47%	294,362 $8.52 Million
Q1 2024 Apr 16, 2024	SELL	$26.83 - $32.21 $848,981 - $1.02 Million	-31,643 Reduced 10.53%	268,907 $7.75 Million
Q4 2023 Jan 12, 2024	SELL	$24.87 - $29.92 $890,992 - $1.07 Million	-35,826 Reduced 10.65%	300,550 $8.32 Million
Q3 2023 Oct 10, 2023	SELL	$20.39 - $28.04 $21,960 - $30,199	-1,077 Reduced 0.32%	336,376 $9.1 Million
Q2 2023 Jul 27, 2023	BUY	$19.05 - $22.58 $749,141 - $887,958	39,325 Added 13.19%	337,453 $7.32 Million
Q1 2023 Apr 21, 2023	BUY	$18.67 - $23.52 $5.57 Million - $7.01 Million	298,128 New	298,128 $5.94 Million

Others Institutions Holding URA

# of Institutions

375

Shares Held

59.7M

Call Options Held

9.57M

Put Options Held

5.47M

View Full List

About GLOBAL X URANIUM ETF

Ticker URA
Sector ETFs
Industry ETFs

More about URA

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC Global X Uranium ETF Transaction History