Cyndeo Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 22,797 shares of IVV stock, worth $13.4 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
22,797
Previous 21,714
4.99%
Holding current value
$13.4 Million
Previous $11.9 Million
10.66%
% of portfolio
0.94%
Previous 0.94%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.3 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.2 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$14.8 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.6 Billion1.06% of portfolio