Number of Shares
111,529
Previous 100,370 11.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
N/A
11,159 Added 11.12%
111,529 $0
Q3 2025

Oct 10, 2025

BUY
N/A
3,565 Added 3.68%
100,370 $0
Q2 2025

Jul 24, 2025

SELL
N/A
-7,249 Reduced 6.97%
96,805 $0
Q1 2025

Apr 17, 2025

SELL
N/A
-8,792 Reduced 7.79%
104,054 $0
Q4 2024

Jan 21, 2025

BUY
N/A
8,357 Added 8.0%
112,846 $0
Q3 2024

Oct 18, 2024

BUY
N/A
104,489 New
104,489 $0
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.