A detailed history of Cyndeo Wealth Partners, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 33,678 shares of AEP stock, worth $2.96 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
33,678
Previous 41,920 19.66%
Holding current value
$2.96 Million
Previous $3.4 Million 14.84%
% of portfolio
0.24%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$75.94 - $86.1 $625,897 - $709,636
-8,242 Reduced 19.66%
33,678 $2.9 Million
Q4 2023

Jan 12, 2024

BUY
$71.33 - $83.57 $595,819 - $698,060
8,353 Added 24.88%
41,920 $3.4 Million
Q3 2023

Oct 10, 2023

SELL
$74.67 - $87.93 $342,361 - $403,159
-4,585 Reduced 12.02%
33,567 $2.52 Million
Q2 2023

Jul 27, 2023

BUY
$81.62 - $94.89 $1.12 Million - $1.3 Million
13,677 Added 55.88%
38,152 $3.21 Million
Q1 2023

Apr 21, 2023

BUY
$85.41 - $97.95 $686,525 - $787,322
8,038 Added 48.9%
24,475 $2.23 Million
Q4 2022

Jan 25, 2023

BUY
$82.99 - $98.62 $1.36 Million - $1.62 Million
16,437 New
16,437 $0

Others Institutions Holding AEP

About AMERICAN ELECTRIC POWER CO INC


  • Ticker AEP
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 513,864,000
  • Market Cap $45.1B
  • Description
  • American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Gen...
More about AEP
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.