A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 34,656 shares of PIZ stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,656
Previous 39,384 12.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
N/A
-4,728 Reduced 12.0%
34,656 $0
Q4 2023

Jan 12, 2024

SELL
N/A
-33,625 Reduced 46.06%
39,384 $0
Q3 2023

Oct 10, 2023

BUY
N/A
73,009 New
73,009 $0

Others Institutions Holding PIZ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PIZ
More about PIZ
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.