Cyndeo Wealth Partners, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Vi Nasdaq Oil & G stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 92,625 shares of FTXN stock, worth $2.83 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
92,625
Previous 98,785
6.24%
Holding current value
$2.83 Million
Previous $2.8 Million
7.01%
% of portfolio
0.25%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding FTXN
# of Institutions
111Shares Held
4.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY976KShares$29.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC608KShares$18.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc203KShares$6.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA183KShares$5.59 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC159KShares$4.86 Million0.01% of portfolio