Cyndeo Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,433 shares of IWD stock, worth $862,129. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,433
Previous 4,517
1.86%
Holding current value
$862,129
Previous $857,000
4.32%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio