Cyndeo Wealth Partners, LLC Ishares Tr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 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 9,041 shares of MBB stock, worth $835,117. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,041
Previous 8,225 9.92%
Holding current value
$835,117
Previous $755,000 14.7%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 18, 2024
BUY
$90.85 - $96.66 $74,133 - $78,874
816 Added 9.92%
9,041 $866,000
Q2 2024

Jul 30, 2024
BUY
$89.41 - $92.64 $98,798 - $102,367
1,105 Added 15.52%
8,225 $755,000
Q1 2024

Apr 16, 2024
BUY
$91.2 - $93.98 $185,227 - $190,873
2,031 Added 39.91%
7,120 $658,000
Q4 2023

Jan 12, 2024
BUY
$85.82 - $94.55 $436,737 - $481,164
5,089 New
5,089 $478,000

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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