Cyndeo Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,381 shares of STIP stock, worth $640,524. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,381

Previous 161,621 96.05%

Holding current value

$640,524

Previous $16.1 Million 95.98%

% of portfolio

0.05%

Previous 1.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$98.99 - $101.51 $15.4 Million - $15.8 Million	-155,240 Reduced 96.05%	6,381 $646,000
Q2 2024 Jul 30, 2024	BUY	$98.69 - $99.57 $595,594 - $600,904	6,035 Added 3.88%	161,621 $16.1 Million
Q1 2024 Apr 16, 2024	BUY	$98.36 - $99.47 $71,704 - $72,513	729 Added 0.47%	155,586 $15.5 Million
Q4 2023 Jan 12, 2024	BUY	$96.33 - $98.68 $46,816 - $47,958	486 Added 0.31%	154,857 $15.3 Million
Q3 2023 Oct 10, 2023	BUY	$96.73 - $97.56 $299,669 - $302,240	3,098 Added 2.05%	154,371 $15 Million
Q2 2023 Jul 27, 2023	BUY	$97.43 - $99.5 $131,433 - $134,225	1,349 Added 0.9%	151,273 $14.8 Million
Q1 2023 Apr 21, 2023	BUY	$96.86 - $99.23 $7.12 Million - $7.3 Million	73,546 Added 96.29%	149,924 $14.9 Million
Q4 2022 Jan 25, 2023	BUY	$96.57 - $98.11 $7.38 Million - $7.49 Million	76,378 New	76,378 $0

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Cyndeo Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History