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
FTHI
First Trust Exchange Traded Fd

ETFs
21.9K
New
$21.47 - $23.16 $469K - $506K
21.9K $503K
IBMO
Ishares Tr Ibonds December 202

ETFs
17.5K
+ 11.86%
$25.26 - $25.66 $443K - $450K
165K $4.25M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.78K
New
$50.52 - $50.95 $494K - $498K
9.78K $497K
LOW
Lowes Companies Inc

Consumer Cyclical
1.01K
+ 24.61%
$213.3 - $270.78 $216K - $275K
5.13K $1.39M
V
Visa Inc.

Financial Services
420
+ 1.45%
$253.74 - $291.56 $107K - $122K
29.4K $8.07M
FTCS
First Trust Capital Strength E

ETFs
5.25K
New
$83.58 - $90.94 $439K - $478K
5.25K $477K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.5K
+ 11.54%
$26.42 - $26.67 $436K - $440K
159K $4.25M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.58K
+ 25.05%
$56.04 - $62.99 $368K - $414K
32.8K $2.01M
XOM
Exxon Mobil Corp

Energy
2.26K
+ 2.52%
$109.72 - $119.0 $247K - $268K
91.9K $10.8M
VO
Vanguard Mid Cap ETF

ETFs
893
+ 9.47%
$237.84 - $263.83 $212K - $236K
10.3K $2.72M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
16.2K
+ 11.03%
$25.97 - $26.11 $421K - $423K
163K $4.26M
DHR
Danaher Corp

Healthcare
748
+ 9.74%
$239.25 - $280.76 $179K - $210K
8.43K $2.34M
ETN
Eaton Corp PLC

Industrials
1.26K
New
$272.52 - $333.02 $343K - $419K
1.26K $417K
CAT
Caterpillar Inc

Industrials
321
+ 6.63%
$316.8 - $391.12 $102K - $126K
5.16K $2.02M
CGXU
Capital Group Intl Focus Equit

ETFs
8.74K
+ 6.86%
$24.27 - $27.46 $212K - $240K
136K $3.67M
ARCC
Ares Capital Corp

Financial Services
18.7K
New
$19.8 - $21.28 $371K - $398K
18.7K $391K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.43K
+ 2.95%
$64.24 - $74.15 $92.1K - $106K
50.1K $3.7M
T
At&T Inc.

Communication Services
12.8K
+ 39.73%
$18.21 - $22.28 $234K - $286K
45.1K $992K
GS
Goldman Sachs Group Inc

Financial Services
468
+ 14.18%
$459.02 - $510.25 $215K - $239K
3.77K $1.87M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.62K
New
$59.25 - $65.33 $333K - $367K
5.62K $364K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.45K
New
$72.52 - $82.35 $322K - $366K
4.45K $363K
PMO
Putnam Municipal Opportunities Trust

Financial Services
32.8K
New
$10.15 - $10.9 $333K - $357K
32.8K $357K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.92K
New
$59.61 - $60.15 $353K - $356K
5.92K $354K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
549
+ 27.0%
$475.2 - $527.7 $261K - $290K
2.58K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.12K
+ 24.18%
$105.53 - $118.34 $224K - $251K
10.9K $1.27M
TD
Toronto Dominion Bank

Financial Services
3.7K
+ 31.55%
$54.54 - $64.56 $202K - $239K
15.4K $975K
TMUS
T Mobile Us, Inc.

Communication Services
1.56K
New
$175.14 - $206.36 $274K - $323K
1.56K $322K
VIG
Vanguard Dividend Appreciation

ETFs
1.71K
+ 123.88%
$182.15 - $182.15 $312K - $312K
3.09K $563K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10K
+ 11.31%
$19.48 - $20.97 $195K - $210K
98.4K $2.05M
ENB
Enbridge Inc

Energy
7.44K
New
$35.27 - $41.18 $262K - $306K
7.44K $302K
ANET
Arista Networks, Inc.

Technology
758
New
$311.42 - $388.21 $236K - $294K
758 $290K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
16.8K
New
$16.38 - $16.92 $275K - $284K
16.8K $282K
FIS
Fidelity National Information Services, Inc.

Technology
3.29K
New
$72.8 - $85.04 $240K - $280K
3.29K $275K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.53K
New
$95.1 - $106.76 $241K - $270K
2.53K $270K
XLF
Financial Sector Spdr

ETFs
5.9K
New
$40.84 - $45.74 $241K - $270K
5.9K $267K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.66K
New
$136.93 - $162.81 $227K - $270K
1.66K $266K
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
+ 23.03%
$101.25 - $127.45 $128K - $161K
6.75K $819K
FVD
First Tr Value Line Divid Inde

ETFs
5.82K
New
$40.45 - $45.49 $236K - $265K
5.82K $264K
DUK
Duke Energy Corp

Utilities
1.8K
+ 50.98%
$99.35 - $117.71 $179K - $212K
5.34K $615K
MGV
Vanguard Mega Cap Value

ETFs
1.58K
+ 27.01%
$118.0 - $128.28 $186K - $202K
7.42K $951K
MCK
Mckesson Corp

Healthcare
587
+ 159.95%
$479.06 - $630.38 $281K - $370K
954 $471K
FDL
First Tr Morningstar Dividend

ETFs
6.03K
New
$37.66 - $42.06 $227K - $254K
6.03K $253K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.05K
New
$38.51 - $41.69 $233K - $252K
6.05K $252K
WES
Western Midstream Partners, LP

Energy
6.57K
New
$36.59 - $42.74 $241K - $281K
6.57K $251K
XLU
Utilities Sector Spdr

ETFs
3.1K
New
$67.67 - $80.78 $210K - $250K
3.1K $250K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.19K
New
$101.72 - $112.94 $223K - $247K
2.19K $247K
CINF
Cincinnati Financial Corp

Financial Services
1.81K
New
$115.7 - $138.2 $209K - $250K
1.81K $245K
ZTS
Zoetis Inc.

Healthcare
1.25K
New
$172.58 - $196.48 $216K - $246K
1.25K $244K
MGK
Vanguard Mega Cap Growth ETF

ETFs
698
+ 31.37%
$285.48 - $330.24 $199K - $231K
2.92K $941K
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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