A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,329 shares of OEF stock, worth $2.22 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,329
Previous 6,851 21.57%
Holding current value
$2.22 Million
Previous $1.7 Million 29.85%
% 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
$234.68 - $265.99 $346,857 - $393,133
1,478 Added 21.57%
8,329 $2.2 Million
Q1 2024

Apr 16, 2024

BUY
$219.81 - $247.98 $463,359 - $522,741
2,108 Added 44.44%
6,851 $1.7 Million
Q4 2023

Jan 12, 2024

BUY
$193.71 - $224.12 $918,766 - $1.06 Million
4,743 New
4,743 $1.06 Million

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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