Cyndeo Wealth Partners, LLC Vanguard Growth ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 32,096 shares of VUG stock, worth $12.3 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
32,096
Previous 33,515
4.23%
Holding current value
$12.3 Million
Previous $11.5 Million
4.07%
% of portfolio
0.95%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.8 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.22 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.3 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.2 Billion1.11% of portfolio