Cyndeo Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,271 shares of IWB stock, worth $754,335. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,271
Previous 2,661
14.66%
Holding current value
$754,335
Previous $836,000
12.56%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWB
# of Institutions
1,407Shares Held
93.4MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.08 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.21 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$937 Million0.07% of portfolio