Cyndeo Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 11,833 shares of EFA stock, worth $917,175. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,833

Previous 11,631 1.74%

Holding current value

$917,175

Previous $911,000 8.56%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$75.32 - $84.37 $15,214 - $17,042	202 Added 1.74%	11,833 $989,000
Q2 2024 Jul 30, 2024	SELL	$76.09 - $82.16 $13,315 - $14,378	-175 Reduced 1.48%	11,631 $911,000
Q1 2024 Apr 16, 2024	SELL	$73.11 - $80.04 $4,313 - $4,722	-59 Reduced 0.5%	11,806 $942,000
Q4 2023 Jan 12, 2024	SELL	$65.84 - $75.47 $52,672 - $60,376	-800 Reduced 6.32%	11,865 $894,000
Q3 2023 Oct 10, 2023	SELL	$68.56 - $74.46 $129,989 - $141,176	-1,896 Reduced 13.02%	12,665 $872,000
Q2 2023 Jul 27, 2023	SELL	$70.67 - $73.9 $9,399 - $9,828	-133 Reduced 0.91%	14,561 $1.06 Million
Q1 2023 Apr 21, 2023	BUY	$66.22 - $72.19 $11,588 - $12,633	175 Added 1.21%	14,694 $1.05 Million
Q4 2022 Jan 25, 2023	BUY	$55.71 - $67.79 $808,853 - $984,243	14,519 New	14,519 $0

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

574M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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 Tr Msci Eafe ETF Transaction History