Cyndeo Wealth Partners, LLC First Tr Exchange Traded Fd Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 40,548 shares of FXD stock, worth $2.39 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
40,548
Previous 52,132 22.22%
Holding current value
$2.39 Million
Previous $3.07 Million 14.9%
% of portfolio
0.22%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$56.49 - $64.54 $654,380 - $747,631
-11,584 Reduced 22.22%
40,548 $2.62 Million
Q4 2023

Jan 12, 2024
SELL
$46.79 - $59.42 $3.28 Million - $4.17 Million
-70,157 Reduced 57.37%
52,132 $3.07 Million
Q3 2023

Oct 10, 2023
SELL
$49.94 - $58.14 $113,064 - $131,628
-2,264 Reduced 1.82%
122,289 $6.24 Million
Q2 2023

Jul 27, 2023
BUY
$49.26 - $55.21 $6.14 Million - $6.88 Million
124,553 New
124,553 $6.88 Million

Others Institutions Holding FXD

# of Institutions
139
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

FXD Quotes by TradingView
  • Ticker FXD
  • Sector ETFs
  • Industry ETFs
More about FXD
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