Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 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 $398,193. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,875
-0.0%
Holding current value
$398,193
Previous $328,000
11.28%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
479Shares Held
57.8MCall Options Held
2KPut Options Held
1.2K-
Williams Financial, LLC Bennington, VT7.1MShares$1.51 Billion15.79% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.27 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.26 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio