Cyndeo Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 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 4,519 shares of IWD stock, worth $857,073. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,519
Previous 4,577
1.27%
Holding current value
$857,073
Previous $819,000
3.79%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio