Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,704 shares of BIBL stock, worth $208,716. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,704

Previous 4,953 5.03%

Holding current value

$208,716

Previous $204,000 1.96%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$41.43 - $44.43 $10,316 - $11,063	-249 Reduced 5.03%	4,704 $208,000
Q2 2025 Jul 24, 2025	BUY	$33.5 - $41.33 $165,925 - $204,707	4,953 New	4,953 $204,000
Q2 2024 Jul 30, 2024	BUY	$36.1 - $38.73 $10,144 - $10,883	281 Added 2.95%	9,801 $372,000
Q1 2024 Apr 16, 2024	BUY	$33.96 - $38.91 $46,015 - $52,723	1,355 Added 16.6%	9,520 $370,000
Q4 2023 Jan 12, 2024	BUY	$29.25 - $35.1 $58 - $70	2 Added 0.02%	8,165 $284,000

Q3 2023 Oct 10, 2023	BUY	$30.99 - $34.19 $23,800 - $26,257	768 Added 10.39%	8,163 $255,000
Q2 2023 Jul 27, 2023	BUY	$30.11 - $32.89 $15,657 - $17,102	520 Added 7.56%	7,395 $243,000
Q1 2023 Apr 21, 2023	BUY	$29.64 - $33.28 $203,775 - $228,800	6,875 New	6,875 $216,000

Others Institutions Holding BIBL

# of Institutions

125

Shares Held

4.81M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV

Ticker BIBL
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Cyndeo Wealth Partners, LLC Northern Lts Fd Tr Iv Transaction History