Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 815,965 shares of YLD stock, worth $15.5 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
815,965
Previous 811,747 0.52%
Holding current value
$15.5 Million
Previous $15.3 Million 2.12%
% of portfolio
1.31%
Previous 1.41%

Shares

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

Apr 16, 2024
BUY
$18.75 - $19.2 $79,087 - $80,985
4,218 Added 0.52%
815,965 $15.6 Million
Q4 2023

Jan 12, 2024
BUY
$17.66 - $19.07 $160,935 - $173,784
9,113 Added 1.14%
811,747 $15.3 Million
Q3 2023

Oct 10, 2023
BUY
$18.0 - $18.49 $410,166 - $421,331
22,787 Added 2.92%
802,634 $14.5 Million
Q2 2023

Jul 27, 2023
BUY
$18.08 - $18.44 $14.1 Million - $14.4 Million
779,847 New
779,847 $14.3 Million

Others Institutions Holding YLD

# of Institutions
40
Shares Held
7.13M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

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