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

Cyndeo Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

109

4.8M

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