A detailed history of Cyndeo Wealth Partners, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 11,060 shares of LLY stock, worth $8.61 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
11,060
Previous 11,330 2.38%
Holding current value
$8.61 Million
Previous $10.3 Million 4.47%
% of portfolio
0.7%
Previous 0.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$772.14 - $960.02 $208,477 - $259,205
-270 Reduced 2.38%
11,060 $9.8 Million
Q2 2024

Jul 30, 2024

BUY
$724.87 - $909.04 $265,302 - $332,708
366 Added 3.34%
11,330 $10.3 Million
Q1 2024

Apr 16, 2024

BUY
$592.2 - $792.28 $428,160 - $572,818
723 Added 7.06%
10,964 $8.53 Million
Q4 2023

Jan 12, 2024

BUY
$525.19 - $619.13 $1.85 Million - $2.18 Million
3,529 Added 52.58%
10,241 $5.97 Million
Q3 2023

Oct 10, 2023

SELL
$434.7 - $599.3 $192,572 - $265,489
-443 Reduced 6.19%
6,712 $3.61 Million
Q2 2023

Jul 27, 2023

BUY
$350.74 - $468.98 $438,425 - $586,225
1,250 Added 21.17%
7,155 $3.36 Million
Q1 2023

Apr 21, 2023

BUY
$310.63 - $364.82 $701,402 - $823,763
2,258 Added 61.91%
5,905 $2.03 Million
Q4 2022

Jan 25, 2023

BUY
$321.55 - $374.67 $1.17 Million - $1.37 Million
3,647 New
3,647 $0

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $740B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
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.