Cyndeo Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Cyndeo Wealth Partners, LLC

$1.27 Billion
Q2 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,513 shares of LQD stock, worth $280,249. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,513

Previous 3,245 22.56%

Holding current value

$280,249

Previous $353,000 23.8%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$104.54 - $108.46 $76,523 - $79,392	-732 Reduced 22.56%	2,513 $269,000
Q1 2024 Apr 16, 2024	SELL	$106.98 - $110.63 $240,277 - $248,474	-2,246 Reduced 40.9%	3,245 $353,000
Q4 2023 Jan 12, 2024	BUY	$98.28 - $111.36 $206,781 - $234,301	2,104 Added 62.12%	5,491 $607,000
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $36,319 - $38,629	356 Added 11.75%	3,387 $345,000
Q2 2023 Jul 27, 2023	SELL	$106.02 - $110.43 $17,069 - $17,779	-161 Reduced 5.04%	3,031 $327,000
Q1 2023 Apr 21, 2023	SELL	$104.89 - $111.81 $4,090 - $4,360	-39 Reduced 1.21%	3,192 $349,000
Q4 2022 Jan 25, 2023	BUY	$99.2 - $110.03 $320,515 - $355,506	3,231 New	3,231 $0

Others Institutions Holding LQD

# of Institutions

1,139

Shares Held

249M

Call Options Held

38.2M

Put Options Held

39.8M

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About ISHARES IBOXX $ INVESTMENT GRA

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Cyndeo Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History