Cyndeo Wealth Partners, LLC First Tr Exchange Traded First Call Options Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FXG
# of Institutions
131Shares Held
4.16MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.906KShares$61.1 Million1.1% of portfolio
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Morgan Stanley New York, NY460KShares$31.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC363KShares$24.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA237KShares$16 Million0.0% of portfolio
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Iht Wealth Management, LLC Chicago, IL163KShares$11 Million0.4% of portfolio