Cyndeo Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 9,429 shares of VO stock, worth $2.49 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,429
Previous 8,109
16.28%
Holding current value
$2.49 Million
Previous $2.03 Million
12.64%
% of portfolio
0.18%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio