Cyndeo Wealth Partners, LLC Ishares Tr Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding IMTB
# of Institutions
45Shares Held
2.56MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS822KShares$34.9 Million0.07% of portfolio
-
Fin Trust Capital Advisors, LLC519KShares$22.1 Million4.37% of portfolio
-
Destination Wealth Management410KShares$17.4 Million0.59% of portfolio
-
Pfg Advisors131KShares$5.59 Million0.42% of portfolio
-
Tap Consulting, LLC102KShares$4.33 Million0.98% of portfolio