Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 839,349 shares of YLD stock, worth $16.3 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
839,349
Previous 815,965
2.87%
Holding current value
$16.3 Million
Previous $15.6 Million
2.28%
% of portfolio
1.26%
Previous 1.31%
Shares
5 transactions
Others Institutions Holding YLD
# of Institutions
42Shares Held
8.93MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.32MShares$44.9 Million0.03% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI786KShares$15.3 Million1.49% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT665KShares$12.9 Million2.77% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN569KShares$11 Million1.78% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE566KShares$11 Million0.38% of portfolio