Cyndeo Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Number of Shares
69,131
Previous 66,475 4.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
2,656 Added 4.0%
69,131 $0
Q1 2025

Apr 17, 2025
BUY
N/A
2,596 Added 4.06%
66,475 $0
Q4 2024

Jan 21, 2025
BUY
N/A
1,955 Added 3.16%
63,879 $0
Q3 2024

Oct 18, 2024
BUY
N/A
61,924 New
61,924 $0
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