Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Call Options Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding YLD
# of Institutions
53Shares Held
10.2MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.61MShares$49.5 Million0.03% of portfolio
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Principal Securities, Inc. Des Moines, IA849KShares$16.1 Million0.37% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE646KShares$12.3 Million0.42% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$12 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL622KShares$11.8 Million0.0% of portfolio