Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 31,660 shares of IXUS stock, worth $2.3 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
31,660
Previous 24,065 31.56%
Holding current value
$2.3 Million
Previous $1.63 Million 30.92%
% of portfolio
0.17%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$65.1 - $70.07 $494,434 - $532,181
7,595 Added 31.56%
31,660 $2.14 Million
Q1 2024

Apr 16, 2024
BUY
$62.39 - $67.92 $814,626 - $886,831
13,057 Added 118.61%
24,065 $1.63 Million
Q4 2023

Jan 12, 2024
BUY
$57.18 - $64.93 $629,437 - $714,749
11,008 New
11,008 $714,000

Others Institutions Holding IXUS

# of Institutions
768
Shares Held
486M
Call Options Held
5.8K
Put Options Held
100
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email