Cyndeo Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025
Number of Shares
51,398
Previous 18,836 172.87%
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
32,562 Added 172.87%
51,398 $0
Q3 2025

Oct 10, 2025
BUY
N/A
337 Added 1.82%
18,836 $0
Q2 2025

Jul 24, 2025
BUY
N/A
545 Added 3.04%
18,499 $0
Q1 2025

Apr 17, 2025
BUY
N/A
2,801 Added 18.48%
17,954 $0
Q4 2024

Jan 21, 2025
BUY
N/A
591 Added 4.06%
15,153 $0
Q3 2024

Oct 18, 2024
BUY
N/A
14,562 New
14,562 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email