Cyndeo Wealth Partners, LLC Ishares Msci Emerging Markets Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 28,105 shares of EEM stock, worth $1.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

28,105

Previous 25,846 8.74%

Holding current value

$1.25 Million

Previous $1.19 Million 0.84%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$41.82 - $47.36 $94,471 - $106,986	2,259 Added 8.74%	28,105 $1.18 Million
Q3 2024 Oct 18, 2024	SELL	$40.42 - $46.7 $29,668 - $34,277	-734 Reduced 2.76%	25,846 $1.19 Million
Q2 2024 Jul 30, 2024	BUY	$39.71 - $43.79 $17,551 - $19,355	442 Added 1.69%	26,580 $1.13 Million
Q1 2024 Apr 16, 2024	SELL	$37.68 - $41.36 $802,697 - $881,092	-21,303 Reduced 44.9%	26,138 $1.07 Million
Q4 2023 Jan 12, 2024	BUY	$36.53 - $40.3 $758,362 - $836,627	20,760 Added 77.81%	47,441 $1.91 Million
Q3 2023 Oct 10, 2023	BUY	$37.76 - $41.95 $16,463 - $18,290	436 Added 1.66%	26,681 $1.01 Million
Q2 2023 Jul 27, 2023	SELL	$38.19 - $41.02 $201,414 - $216,339	-5,274 Reduced 16.73%	26,245 $1.04 Million
Q1 2023 Apr 21, 2023	BUY	$37.27 - $42.5 $1,192 - $1,360	32 Added 0.1%	31,519 $1.24 Million
Q4 2022 Jan 25, 2023	BUY	$33.93 - $39.54 $1.07 Million - $1.24 Million	31,487 New	31,487 $0

Others Institutions Holding EEM

# of Institutions

1,544

Shares Held

312M

Call Options Held

303M

Put Options Held

356M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC Ishares Msci Emerging Markets Transaction History