Cyndeo Wealth Partners, LLC Trimtabs ETF Tr Donoghue Forli Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Trimtabs ETF Tr Donoghue Forli stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 32,355 shares of DFRA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,355

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	N/A	32,355 New	32,355 $0

Others Institutions Holding DFRA

# of Institutions

Shares Held

3.34M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.6M
Shares

$0
0.0% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

1.44M
Shares

$0
1.04% of portfolio
Unique Wealth, LLC Tampa, FL

128K
Shares

$0
0.59% of portfolio
Tradition Wealth Management, LLC

64.8K
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

23.8K
Shares

$0
0.0% of portfolio

View Full List

About TRIMTABS ETF TR DONOGHUE FORLI

Ticker DFRA

More about DFRA

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC Trimtabs ETF Tr Donoghue Forli Transaction History