Cyndeo Wealth Partners, LLC First Trust Switzerland Alphad Transaction History

Cyndeo Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$60.63 - $65.02 $140,115 - $150,261	-2,311 Reduced 27.54%	6,080 $387,000
Q4 2023 Jan 12, 2024	SELL	$54.69 - $65.05 $1.85 Million - $2.2 Million	-33,785 Reduced 80.1%	8,391 $545,000
Q3 2023 Oct 10, 2023	BUY	$56.67 - $63.45 $4,250 - $4,758	75 Added 0.18%	42,176 $2.43 Million
Q2 2023 Jul 27, 2023	BUY	$59.08 - $64.16 $102,208 - $110,996	1,730 Added 4.29%	42,101 $2.53 Million
Q1 2023 Apr 21, 2023	BUY	$55.21 - $60.97 $50,185 - $55,421	909 Added 2.3%	40,371 $2.46 Million
Q4 2022 Jan 25, 2023	BUY	$45.53 - $55.4 $1.8 Million - $2.19 Million	39,462 New	39,462 $0

1.04M

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