Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 1,875 shares of IWY stock, worth $446,625. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,875
-0.0%
Holding current value
$446,625
Previous $402,000
2.49%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.56 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.42 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.25 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.19 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$490 Million0.12% of portfolio