Cyndeo Wealth Partners, LLC Vanguard Growth ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 39,013 shares of VUG stock, worth $16.1 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
39,013
Previous 32,096
21.55%
Holding current value
$16.1 Million
Previous $12 Million
24.78%
% of portfolio
1.07%
Previous 0.95%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.1 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.55 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.7 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.41 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.33 Billion6.36% of portfolio