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 8,225 shares of MBB stock, worth $777,098. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,225
Previous 7,120
15.52%
Holding current value
$777,098
Previous $658,000
14.74%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.88 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.75 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.37 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.71 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.59 Billion0.68% of portfolio