Cyndeo Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025
Number of Shares
43,273
Previous 42,531 1.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
742 Added 1.74%
43,273 $0
Q2 2025

Jul 24, 2025
BUY
N/A
1,332 Added 3.23%
42,531 $0
Q1 2025

Apr 17, 2025
SELL
N/A
-28,870 Reduced 41.2%
41,199 $0
Q4 2024

Jan 21, 2025
BUY
N/A
3,199 Added 4.78%
70,069 $0
Q3 2024

Oct 18, 2024
BUY
N/A
66,870 New
66,870 $0
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