Cyndeo Wealth Partners, LLC Vanguard Value ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 47,326 shares of VTV stock, worth $7.59 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
47,326
Previous 52,797
10.36%
Holding current value
$7.59 Million
Previous $7.89 Million
2.36%
% of portfolio
0.65%
Previous 0.73%
Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.63 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio