Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Transaction History
Cyndeo Wealth Partners, LLC
- $1.61 Billion
- Q2 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 937,826 shares of YLD stock, worth $18 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
937,826
Previous 929,537
0.89%
Holding current value
$18 Million
Previous $17.7 Million
2.48%
% of portfolio
1.13%
Previous 1.2%
Shares
9 transactions
Others Institutions Holding YLD
# of Institutions
61Shares Held
13.6MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.76MShares$53.2 Million0.03% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.44MShares$27.8 Million0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$27.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.02MShares$19.6 Million0.01% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE774KShares$14.9 Million0.49% of portfolio