Cyndeo Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Number of Shares
115,715
Previous 112,827 2.56%
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
2,888 Added 2.56%
115,715 $0
Q1 2025

Apr 17, 2025
BUY
N/A
8,379 Added 8.02%
112,827 $0
Q4 2024

Jan 21, 2025
BUY
N/A
2,322 Added 2.27%
104,448 $0
Q3 2024

Oct 18, 2024
BUY
N/A
102,126 New
102,126 $0
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email