Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 150,993 shares of IBMO stock, worth $3.82 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
150,993
Previous 150,943
0.03%
Holding current value
$3.82 Million
Previous $3.85 Million
0.6%
% of portfolio
0.32%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding IBMO
# of Institutions
163Shares Held
16.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.43MShares$36.2 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO951KShares$24.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc855KShares$21.7 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.3 Million0.52% of portfolio
-
Morgan Stanley New York, NY688KShares$17.4 Million0.0% of portfolio