Cyndeo Wealth Partners, LLC Ishares S&P 100 ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,502 shares of OEF stock, worth $931,637. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,502
Previous 8,329 57.95%
Holding current value
$931,637
Previous $2.2 Million 57.7%
% of portfolio
0.07%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$266.03 - $266.03 $1.28 Million - $1.28 Million
-4,827 Reduced 57.95%
3,502 $931,000
Q2 2024

Jul 30, 2024
BUY
$234.68 - $265.99 $346,857 - $393,133
1,478 Added 21.57%
8,329 $2.2 Million
Q1 2024

Apr 16, 2024
BUY
$219.81 - $247.98 $463,359 - $522,741
2,108 Added 44.44%
6,851 $1.7 Million
Q4 2023

Jan 12, 2024
BUY
$193.71 - $224.12 $918,766 - $1.06 Million
4,743 New
4,743 $1.06 Million

Others Institutions Holding OEF

# of Institutions
812
Shares Held
34.5M
Call Options Held
9.6K
Put Options Held
15.1K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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