Cyndeo Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Number of Shares
18,499
Previous 17,954 3.04%
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
545 Added 3.04%
18,499 $0
Q1 2025

Apr 17, 2025
BUY
N/A
2,801 Added 18.48%
17,954 $0
Q4 2024

Jan 21, 2025
BUY
N/A
591 Added 4.06%
15,153 $0
Q3 2024

Oct 18, 2024
BUY
N/A
14,562 New
14,562 $0
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