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
CGMU
Capital Group Core Plus Income
14.5K
New
N/A
14.5K $0
Dimensional ETF Trust
61.9K
New
N/A
61.9K $0
J P Morgan Exchange Traded F
66.9K
New
N/A
66.9K $0
Dimensional ETF Trust
14.6K
New
N/A
14.6K $0
Dimensional ETF Trust
102K
New
N/A
102K $0
Ge Vernova Inc
835
New
N/A
835 $0
SCHW
Schwab Charles Corp

Financial Services
342
+ 10.51%
$61.74 - $76.08 $21.1K - $26K
3.6K $233K
AVGO
Broadcom Inc.

Technology
123K
+ 830.22%
$136.27 - $1745.86 $16.7M - $214M
138K $23.7M
DIS
Walt Disney CO

Communication Services
116
+ 1.41%
$85.6 - $98.61 $9.93K - $11.4K
8.35K $802K
NVO
Novo Nordisk A S

Healthcare
418
+ 12.85%
$119.07 - $145.42 $49.8K - $60.8K
3.67K $437K
MPC
Marathon Petroleum Corp

Energy
18
+ 0.61%
$158.61 - $180.75 $2.85K - $3.25K
2.96K $482K
ADBE
Adobe Inc.

Technology
390
+ 5.8%
$508.13 - $586.55 $198K - $229K
7.11K $3.68M
HUM
Humana Inc

Healthcare
27
+ 2.36%
$310.25 - $404.52 $8.38K - $10.9K
1.17K $370K
BITO
Proshares Tr Bitcoin Strategy

ETFs
167
+ 0.69%
$16.19 - $23.88 $2.7K - $3.99K
24.3K $466K
QCOM
Qualcomm Inc

Technology
48
+ 1.54%
$156.12 - $209.64 $7.49K - $10.1K
3.16K $537K
MRK
Merck & Co., Inc.

Healthcare
1.01K
+ 4.13%
$111.15 - $128.97 $112K - $130K
25.4K $2.88M
CVX
Chevron Corp

Energy
67
+ 0.34%
$137.88 - $161.97 $9.24K - $10.9K
19.8K $2.91M
INTC
Intel Corp

Technology
2
+ 0.01%
$18.9 - $34.87 $37.8 - $69.7
26.7K $626K
ALLY
Ally Financial Inc.

Financial Services
6.44K
+ 4.12%
$32.67 - $45.01 $210K - $290K
163K $5.78M
GOOG
Alphabet Inc.

Communication Services
1.99K
+ 4.18%
$149.54 - $192.66 $298K - $384K
49.7K $8.31M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1
+ 0.0%
$31.02 - $58.9 $31 - $58.9
20.4K $638K
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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