Cyndeo Wealth Partners, LLC Purchases in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MLN
Vaneck Long Muni ETF

ETFs
62.6K
+ 18.15%
$17.77 - $18.32 $1.11M - $1.15M
407K $7.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.59K
+ 33.92%
$531.86 - $624.21 $844K - $990K
6.26K $3.87M
VTV
Vanguard Value ETF

ETFs
3.69K
+ 8.16%
$159.75 - $174.57 $590K - $645K
49K $8.55M
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
+ 4.99%
$520.18 - $576.82 $563K - $625K
22.8K $13.1M
TDG
Trans Digm Group Inc

Industrials
719
+ 52.1%
$1202.03 - $1427.41 $864K - $1.03M
2.1K $3M
CGCP
Capital Group Core Plus Income

ETFs
53.2K
New
$22.12 - $23.31 $1.18M - $1.24M
53.2K $1.23M
BXSL
Blackstone Secured Lending Fund

Financial Services
42.3K
+ 362.63%
$28.75 - $31.59 $1.22M - $1.34M
53.9K $1.58M
VTRS
Viatris Inc

Healthcare
64.3K
+ 13.5%
$10.32 - $12.13 $664K - $780K
541K $6.28M
KMI
Kinder Morgan, Inc.

Energy
27.1K
+ 9.83%
$19.72 - $22.22 $534K - $601K
302K $6.68M
MA
Mastercard Inc

Financial Services
1.57K
+ 19.16%
$429.6 - $500.99 $672K - $784K
9.73K $4.81M
DLR
Digital Realty Trust, Inc.

Real Estate
4.82K
+ 11.59%
$144.47 - $162.98 $697K - $786K
46.4K $7.52M
IRM
Iron Mountain Inc

Real Estate
1.35K
+ 4.01%
$89.69 - $119.32 $121K - $162K
35.1K $4.17M
EFV
Msci Eafe Value ETF

ETFs
17.5K
+ 65.24%
$51.72 - $57.96 $903K - $1.01M
44.2K $2.54M
PAVE
Global X Fds Us Infrastructure

ETFs
26.6K
New
$36.39 - $41.16 $970K - $1.1M
26.6K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.05K
+ 31.71%
$801.83 - $917.05 $842K - $963K
4.36K $3.87M
DFSV
Dimensional ETF Tr Dimensional

ETFs
33.9K
New
$28.25 - $31.7 $958K - $1.07M
33.9K $1.04M
PFE
Pfizer Inc

Healthcare
31.2K
+ 25.59%
$27.7 - $31.39 $864K - $979K
153K $4.43M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.78K
+ 3.33%
$72.22 - $81.88 $273K - $310K
117K $9.25M
DTE
Dte Energy CO

Utilities
523
+ 1.02%
$108.67 - $128.41 $56.8K - $67.2K
52K $6.67M
HYD
Vaneck High Yield Muni ETF

ETFs
14.5K
+ 15.39%
$51.46 - $53.07 $748K - $772K
109K $5.79M
YLD
Principal Exchange Traded Fds

ETFs
25.1K
+ 2.99%
$18.89 - $19.62 $473K - $492K
864K $16.9M
LMT
Lockheed Martin Corp

Industrials
55
+ 0.76%
$460.3 - $584.56 $25.3K - $32.2K
7.28K $4.25M
XLG
Invesco Exchange Traded Fd Tr

ETFs
18.2K
New
$42.54 - $47.97 $773K - $872K
18.2K $863K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.2K
+ 16.99%
$44.24 - $49.47 $584K - $653K
90.9K $4.5M
SOXX
Ishares Semiconductor ETF

ETFs
3.65K
New
$199.29 - $265.49 $727K - $969K
3.65K $841K
ASML
Asml Holding Nv

Technology
1.41K
+ 79.34%
$749.82 - $1098.95 $1.06M - $1.55M
3.19K $2.66M
IBM
International Business Machines Corp

Technology
450
+ 3.06%
$175.1 - $223.38 $78.8K - $101K
15.2K $3.35M
FTLS
First Tr Long/Short Equity ETF

ETFs
12.6K
New
$60.73 - $63.8 $767K - $806K
12.6K $801K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
14.7K
New
$50.02 - $54.5 $733K - $799K
14.7K $798K
JFR
Nuveen Floating Rate Income Fund

Financial Services
81K
+ 17.0%
$8.36 - $9.0 $677K - $729K
557K $4.92M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.94K
New
$139.03 - $157.34 $687K - $778K
4.94K $777K
CTAS
Cintas Corp

Industrials
3.73K
New
$201.38 - $819.83 $751K - $3.06M
3.73K $767K
FTSL
First Trust Senior Ln Fund

ETFs
15K
+ 4.3%
$45.51 - $46.26 $683K - $694K
364K $16.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.4K
New
$53.41 - $57.9 $663K - $718K
12.4K $717K
SPY
Spdr S&P 500 ETF Trust

ETFs
544
+ 4.27%
$517.38 - $573.86 $281K - $312K
13.3K $7.62M
PG
Procter & Gamble CO

Consumer Defensive
1.49K
+ 2.87%
$160.76 - $177.82 $240K - $265K
53.4K $9.25M
EDV
Vanguard Extended Duration Tre

ETFs
1.32K
+ 1.43%
$70.73 - $83.52 $93.2K - $110K
93.2K $7.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 84.8%
$434.77 - $502.96 $575K - $665K
2.88K $1.41M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
8.42K
+ 1.29%
$24.39 - $25.28 $205K - $213K
662K $16.6M
JBBB
Janus Detroit Str Tr Henderson

ETFs
13.2K
New
$48.27 - $49.33 $635K - $649K
13.2K $644K
ISRG
Intuitive Surgical Inc

Healthcare
564
+ 7.22%
$416.14 - $494.01 $235K - $279K
8.38K $4.12M
WMT
Walmart Inc.

Consumer Defensive
4.46K
+ 21.05%
$66.91 - $81.4 $298K - $363K
25.6K $2.07M
SPGI
S&P Global Inc.

Financial Services
450
+ 8.23%
$446.32 - $527.38 $201K - $237K
5.92K $3.06M
IXUS
Ishares Tr

ETFs
6.3K
+ 19.9%
$64.9 - $73.35 $409K - $462K
38K $2.76M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.29K
New
$460.0 - $505.78 $594K - $653K
1.29K $600K
IBMP
Ishares Tr Ibonds December 202

ETFs
20.9K
+ 19.2%
$24.92 - $25.47 $521K - $533K
130K $3.3M
INTU
Intuit Inc

Technology
1.19K
+ 21.88%
$602.97 - $670.49 $716K - $797K
6.62K $4.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.15K
+ 6.22%
$147.95 - $191.05 $466K - $602K
53.8K $9.34M
FYX
First Tr Small Cap Core Alphad

ETFs
4.33K
+ 50.41%
$89.32 - $100.62 $387K - $436K
12.9K $1.29M
Activity Summary
Buys All Purchases 272 New Holdings 70 Increased Positions 202 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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