Cyndeo Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 16,765 shares of PFF stock, worth $531,618. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,765

Previous 16,890 0.74%

Holding current value

$531,618

Previous $561,000 6.06%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$31.23 - $33.51 $3,903 - $4,188	-125 Reduced 0.74%	16,765 $527,000
Q3 2024 Oct 18, 2024	SELL	$31.18 - $33.5 $26,690 - $28,676	-856 Reduced 4.82%	16,890 $561,000
Q2 2024 Jul 30, 2024	SELL	$30.65 - $32.13 $2,574 - $2,698	-84 Reduced 0.47%	17,746 $559,000
Q1 2024 Apr 16, 2024	BUY	$31.12 - $32.54 $104,065 - $108,813	3,344 Added 23.08%	17,830 $574,000
Q4 2023 Jan 12, 2024	SELL	$28.34 - $31.4 $20,178 - $22,356	-712 Reduced 4.68%	14,486 $451,000
Q2 2023 Jul 27, 2023	SELL	$29.33 - $31.46 $97,434 - $104,510	-3,322 Reduced 17.94%	15,198 $470,000
Q1 2023 Apr 21, 2023	BUY	$29.86 - $33.81 $131,234 - $148,594	4,395 Added 31.12%	18,520 $578,000
Q4 2022 Jan 25, 2023	BUY	$29.96 - $32.28 $423,185 - $455,955	14,125 New	14,125 $0

Others Institutions Holding PFF

# of Institutions

1,127

Shares Held

190M

Call Options Held

167K

Put Options Held

797K

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About ISHARES TRUST ISHARES PFD AND

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Cyndeo Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History