Cyndeo Wealth Partners, LLC First Tr Small Cap Core Alphad Transaction History

Cyndeo Wealth Partners, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,594 shares of FYX stock, worth $841,782. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,594
Previous 8,887 3.3%
Holding current value
$841,782
Previous $828,000 6.16%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$86.32 - $94.11 $25,291 - $27,574
-293 Reduced 3.3%
8,594 $777,000
Q1 2024

Apr 16, 2024
BUY
$85.84 - $93.24 $15,022 - $16,317
175 Added 2.01%
8,887 $828,000
Q4 2023

Jan 12, 2024
BUY
$74.82 - $93.04 $48,782 - $60,662
652 Added 8.09%
8,712 $797,000
Q3 2023

Oct 10, 2023
BUY
$79.2 - $88.72 $17,503 - $19,607
221 Added 2.82%
8,060 $650,000
Q2 2023

Jul 27, 2023
BUY
$74.92 - $82.95 $127,064 - $140,683
1,696 Added 27.61%
7,839 $644,000
Q4 2022

Jan 25, 2023
BUY
$74.24 - $84.67 $456,056 - $520,127
6,143 New
6,143 $0

Others Institutions Holding FYX

# of Institutions
145
Shares Held
6.06M
Call Options Held
3.2K
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

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