Cyndeo Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 79,125 shares of IUSB stock, worth $3.59 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
79,125
Previous 6,698
1081.32%
Holding current value
$3.59 Million
Previous $308,000
1071.1%
% of portfolio
0.3%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.1 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.59 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.25 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.82 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio