Cyndeo Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,896 shares of IWR stock, worth $491,667. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,896
Previous 5,935
0.66%
Holding current value
$491,667
Previous $461,000
7.38%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IWR
# of Institutions
1,339Shares Held
322MCall Options Held
186KPut Options Held
11.8K-
Bank Of America Corp Charlotte, NC58.5MShares$4.88 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34MShares$2.83 Billion0.7% of portfolio
-
Jones Financial Companies Lllp24.6MShares$2.05 Billion2.82% of portfolio
-
Us Bancorp \De\21.1MShares$1.76 Billion2.47% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA14MShares$1.17 Billion0.82% of portfolio