Cyndeo Wealth Partners, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,445 shares of REGL stock, worth $365,823. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,445
Previous 4,445
-0.0%
Holding current value
$365,823
Previous $363,000
1.38%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding REGL
# of Institutions
221Shares Held
13.6MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.35MShares$193 Million4.19% of portfolio
-
Morgan Stanley New York, NY2.31MShares$190 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA806KShares$66.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$53.4 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO582KShares$47.9 Million0.04% of portfolio