Cyndeo Wealth Partners, LLC Vanguard Extended Duration Tre Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 93,209 shares of EDV stock, worth $6.7 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
93,209
Previous 91,891
1.43%
Holding current value
$6.7 Million
Previous $6.75 Million
10.1%
% of portfolio
0.53%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding EDV
# of Institutions
197Shares Held
15.7MCall Options Held
416KPut Options Held
422K-
Envestnet Asset Management Inc1.03MShares$74.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$72.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN902KShares$64.8 Million0.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA891KShares$64 Million1.71% of portfolio
-
Mirae Asset Global Investments Co., Ltd.876KShares$62.9 Million0.31% of portfolio