Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$76.57 - $77.9 $608,731 - $619,305	-7,950 Reduced 54.22%	6,713 $521,000
Q4 2023 Jan 12, 2024	SELL	$71.78 - $77.94 $916,128 - $994,748	-12,763 Reduced 46.54%	14,663 $1.13 Million
Q2 2023 Jul 27, 2023	SELL	$73.57 - $75.42 $2,648 - $2,715	-36 Reduced 0.13%	27,426 $2.06 Million
Q1 2023 Apr 21, 2023	BUY	$73.04 - $77.2 $1.6 Million - $1.69 Million	21,909 Added 394.54%	27,462 $2.07 Million
Q4 2022 Jan 25, 2023	BUY	$71.24 - $76.11 $395,595 - $422,638	5,553 New	5,553 $0

1,075

237M

97.2M

326M

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