Cyndeo Wealth Partners, LLC Financial Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,896 shares of XLF stock, worth $280,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,896

Holding current value

$280,885

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$40.84 - $45.74 $240,792 - $269,683	5,896 New	5,896 $267,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.41 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.48 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.78 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$839 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$813 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Cyndeo Wealth Partners, LLC Financial Sector Spdr Transaction History