Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 107,767 shares of IBMQ stock, worth $2.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
107,767
Previous 88,370 21.95%
Holding current value
$2.7 Million
Previous $2.23 Million 22.47%
% of portfolio
0.19%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$25.08 - $25.39 $486,476 - $492,489
19,397 Added 21.95%
107,767 $2.73 Million
Q4 2024

Jan 21, 2025
BUY
$25.06 - $25.59 $2.21 Million - $2.26 Million
88,370 New
88,370 $2.23 Million

Others Institutions Holding IBMQ

# of Institutions
144
Shares Held
15.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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