Cyndeo Wealth Partners, LLC First Trust Switzerland Alphad Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Switzerland Alphad stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,080 shares of FSZ stock, worth $393,923. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,080
Previous 8,391 27.54%
Holding current value
$393,923
Previous $545,000 28.99%
% of portfolio
0.03%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$60.63 - $65.02 $140,115 - $150,261
-2,311 Reduced 27.54%
6,080 $387,000
Q4 2023

Jan 12, 2024
SELL
$54.69 - $65.05 $1.85 Million - $2.2 Million
-33,785 Reduced 80.1%
8,391 $545,000
Q3 2023

Oct 10, 2023
BUY
$56.67 - $63.45 $4,250 - $4,758
75 Added 0.18%
42,176 $2.43 Million
Q2 2023

Jul 27, 2023
BUY
$59.08 - $64.16 $102,208 - $110,996
1,730 Added 4.29%
42,101 $2.53 Million
Q1 2023

Apr 21, 2023
BUY
$55.21 - $60.97 $50,185 - $55,421
909 Added 2.3%
40,371 $2.46 Million
Q4 2022

Jan 25, 2023
BUY
$47.03 - $55.4 $1.86 Million - $2.19 Million
39,462 New
39,462 $0

Others Institutions Holding FSZ

# of Institutions
24
Shares Held
1.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SWITZERLAND ALPHAD

FSZ Quotes by TradingView
  • Ticker FSZ
  • Sector ETFs
  • Industry ETFs
More about FSZ
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