Cyndeo Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 67,766 shares of USMV stock, worth $5.7 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
67,766
Previous 71,478 5.19%
Holding current value
$5.7 Million
Previous $5.58 Million 1.54%
% of portfolio
0.48%
Previous 0.51%

Shares

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

Apr 16, 2024
SELL
$77.86 - $83.58 $289,016 - $310,248
-3,712 Reduced 5.19%
67,766 $5.66 Million
Q4 2023

Jan 12, 2024
BUY
$70.56 - $78.63 $5.04 Million - $5.62 Million
71,478 New
71,478 $5.58 Million

Others Institutions Holding USMV

# of Institutions
1,244
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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