Cyndeo Wealth Partners, LLC Purchases in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
179
+ 2.02%
$76.07 - $83.33 $13.6K - $14.9K
9.05K $754K
FTC
First Tr Lge Cap Growth

ETFs
110
+ 1.75%
$115.51 - $131.45 $12.7K - $14.5K
6.39K $840K
AMGN
Amgen Inc

Healthcare
162
+ 8.42%
$309.38 - $337.38 $50.1K - $54.7K
2.09K $672K
PNC
Pnc Financial Services Group, Inc.

Financial Services
125
+ 8.6%
$156.14 - $187.2 $19.5K - $23.4K
1.58K $291K
MUB
Ishares National Muni Bond ETF

ETFs
493
+ 9.15%
$106.13 - $108.7 $52.3K - $53.6K
5.88K $639K
MCO
Moodys Corp

Financial Services
52
+ 7.75%
$421.49 - $494.67 $21.9K - $25.7K
723 $343K
KMB
Kimberly Clark Corp

Consumer Defensive
241
+ 4.77%
$135.05 - $148.35 $32.5K - $35.8K
5.3K $753K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.01K
+ 14.55%
$49.7 - $56.11 $50.2K - $56.7K
7.95K $436K
OTIS
Otis Worldwide Corp

Industrials
295
+ 11.6%
$91.43 - $104.43 $27K - $30.8K
2.84K $294K
CMI
Cummins Inc

Industrials
2
+ 0.19%
$266.63 - $326.4 $533 - $653
1.04K $336K
MRVL
Marvell Technology, Inc.

Technology
519
+ 15.2%
$56.15 - $76.24 $29.1K - $39.6K
3.93K $283K
CCI
Crown Castle International Corp

Real Estate
12
+ 0.57%
$95.29 - $120.24 $1.14K - $1.44K
2.1K $249K
CF
Cf Industries Holdings, Inc.

Basic Materials
73
+ 2.23%
$69.38 - $85.8 $5.06K - $6.26K
3.34K $286K
XLK
Technology Sector Spdr

ETFs
201
+ 4.13%
$197.34 - $237.68 $39.7K - $47.8K
5.07K $1.14M
RF
Regions Financial Corp

Financial Services
3
+ 0.02%
$19.51 - $23.42 $58.5 - $70.3
12.9K $301K
DE
Deere & CO

Industrials
2
+ 0.22%
$344.84 - $418.0 $690 - $836
900 $375K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.15%
$87.56 - $95.49 $700 - $764
5.18K $494K
SRE
Sempra Energy

Utilities
60
+ 1.42%
$74.97 - $84.04 $4.5K - $5.04K
4.3K $359K
ACHR
Archer Aviation Inc.

Industrials
12K
New
$2.91 - $5.39 $34.9K - $64.7K
12K $36K
DEO
Diageo PLC

Consumer Defensive
2
+ 0.08%
$120.02 - $140.77 $240 - $282
2.42K $340K
CSX
Csx Corp

Industrials
485
+ 3.96%
$32.48 - $35.45 $15.8K - $17.2K
12.7K $439K
QTEC
First Trust Nasdaq 100 Technol

ETFs
531
+ 4.55%
$169.92 - $205.38 $90.2K - $109K
12.2K $2.33M
IEMG
Ishares Inc

ETFs
511
+ 3.92%
$53.64 - $53.64 $27.4K - $27.4K
13.5K $726K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.17%
$376.5 - $449.34 $377 - $449
602 $270K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19
+ 0.51%
$64.57 - $71.76 $1.23K - $1.36K
3.72K $267K
APO
Apollo Global Management, Inc.

Financial Services
77
+ 2.95%
$99.16 - $125.81 $7.64K - $9.69K
2.69K $335K
NTRS
Northern Trust Corp

Financial Services
92
+ 3.05%
$82.48 - $92.62 $7.59K - $8.52K
3.11K $279K
WM
Waste Management Inc

Industrials
185
+ 7.77%
$196.96 - $223.45 $36.4K - $41.3K
2.57K $532K
UBS
Ubs Group Ag

Financial Services
454
+ 6.59%
$27.97 - $31.42 $12.7K - $14.3K
7.35K $227K
EPD
Enterprise Products Partners L.P.

Energy
289
+ 0.26%
$27.88 - $30.0 $8.06K - $8.67K
111K $3.23M
EWQ
Ishares Msci France ETF

ETFs
50
+ 0.65%
$36.95 - $41.12 $1.85K - $2.06K
7.77K $313K
FXH
First Tr Exchange Trd Fd Healt

ETFs
42
+ 1.97%
$103.09 - $113.83 $4.33K - $4.78K
2.18K $243K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.08%
$211.35 - $255.11 $423 - $510
2.37K $589K
EMR
Emerson Electric CO

Industrials
177
+ 4.59%
$98.19 - $118.87 $17.4K - $21K
4.04K $441K
SCCO
Southern Copper Corp

Basic Materials
11
+ 0.54%
$94.1 - $120.43 $1.04K - $1.32K
2.06K $238K
GD
General Dynamics Corp

Industrials
2
+ 0.16%
$279.51 - $308.09 $559 - $616
1.26K $379K
IEF
Ishares Barclays

ETFs
4
+ 0.13%
$92.67 - $99.14 $371 - $397
2.97K $291K
DGS
Wisdomtree Emerging Markets Sm

ETFs
15
+ 0.26%
$48.46 - $54.37 $727 - $816
5.82K $312K
IDXX
Idexx Laboratories Inc

Healthcare
7
+ 1.26%
$455.08 - $517.19 $3.19K - $3.62K
564 $284K
KLAC
Kla Corp

Technology
54
+ 8.65%
$696.17 - $892.35 $37.6K - $48.2K
678 $524K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
298
+ 2.71%
$10.49 - $11.94 $3.13K - $3.56K
11.3K $130K
LYB
Lyondell Basell Industries N.V.

Basic Materials
7
+ 0.14%
$92.56 - $99.46 $648 - $696
5.19K $497K
Blackrock ETF Trust Ii
104K
New
N/A
104K $0
Prospect Cap Corp
24K
New
N/A
24K $0
Calamos ETF Tr
10.4K
New
N/A
10.4K $0
Canadian Pacific Kansas City
2.39K
New
N/A
2.39K $0
Ark 21 Shares Bitcoin ETF
6.75K
+ 5.9%
N/A
121K $0
Theratechnologies Inc
27.2K
+ 26.12%
N/A
131K $0
Capital Grp Fixed Incm ETF T
10.2K
New
N/A
10.2K $0
Activity Summary
Buys All Purchases 272 New Holdings 70 Increased Positions 202 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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