Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Inspire Call Options Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBD

# of Institutions

80

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

2.92M
Shares

$68.8 Million
9.54% of portfolio
Atria Investments LLC Charlotte, NC

1.42M
Shares

$33.4 Million
0.45% of portfolio
Ambassador Advisors, LLC Lancaster, PA

1.42M
Shares

$33.4 Million
6.02% of portfolio
Inspire Investing, LLC Meridian, ID

830K
Shares

$19.6 Million
2.08% of portfolio
Creative Financial Designs Inc

668K
Shares

$15.7 Million
1.39% of portfolio

About NORTHERN LTS FD TR IV INSPIRE

Ticker IBD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.