Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 9,520 shares of BIBL stock, worth $361,569. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,520
Previous 8,165
16.6%
Holding current value
$361,569
Previous $284,000
30.28%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding BIBL
# of Institutions
102Shares Held
6.16MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.28MShares$48.7 Million7.27% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL498KShares$18.9 Million2.14% of portfolio
-
Bare Financial Services, Inc Gap, PA461KShares$17.5 Million16.19% of portfolio
-
Creative One Wealth, LLC Overland Park, KS282KShares$10.7 Million0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC251KShares$9.53 Million0.01% of portfolio