A detailed history of Cyndeo Wealth Partners, LLC transactions in Proshares Tr Bitcoin Strategy stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 24,315 shares of BITO stock, worth $648,967. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,315
Previous 24,148 0.69%
Holding current value
$648,967
Previous $543,000 14.18%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 18, 2024

BUY
$16.19 - $23.88 $2,703 - $3,987
167 Added 0.69%
24,315 $466,000
Q2 2024

Jul 30, 2024

SELL
$22.27 - $31.49 $2,672 - $3,778
-120 Reduced 0.49%
24,148 $543,000
Q1 2024

Apr 16, 2024

SELL
$18.92 - $33.65 $71,214 - $126,658
-3,764 Reduced 13.43%
24,268 $783,000
Q4 2023

Jan 12, 2024

BUY
$13.58 - $22.09 $380,674 - $619,226
28,032 New
28,032 $574,000

Others Institutions Holding BITO

About PROSHARES TR BITCOIN STRATEGY


  • Ticker BITO
  • Sector ETFs
  • Industry ETFs
More about BITO
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.