Cyndeo Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 16,890 shares of PFF stock, worth $555,849. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,890

Previous 17,746 4.82%

Holding current value

$555,849

Previous $559,000 0.36%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$31.18 - $33.5 $26,690 - $28,676	-856 Reduced 4.82%	16,890 $561,000
Q2 2024 Jul 30, 2024	SELL	$30.65 - $32.13 $2,574 - $2,698	-84 Reduced 0.47%	17,746 $559,000
Q1 2024 Apr 16, 2024	BUY	$31.12 - $32.54 $104,065 - $108,813	3,344 Added 23.08%	17,830 $574,000
Q4 2023 Jan 12, 2024	SELL	$28.34 - $31.4 $20,178 - $22,356	-712 Reduced 4.68%	14,486 $451,000
Q2 2023 Jul 27, 2023	SELL	$29.33 - $31.46 $97,434 - $104,510	-3,322 Reduced 17.94%	15,198 $470,000
Q1 2023 Apr 21, 2023	BUY	$29.86 - $33.81 $131,234 - $148,594	4,395 Added 31.12%	18,520 $578,000
Q4 2022 Jan 25, 2023	BUY	$29.96 - $32.28 $423,185 - $455,955	14,125 New	14,125 $0

Others Institutions Holding PFF

# of Institutions

1,086

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History