A detailed history of Cyndeo Wealth Partners, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 11,653 shares of IBD stock, worth $275,826. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,653
Previous 21,709 46.32%
Holding current value
$275,826
Previous $506,000 44.66%
% of portfolio
0.02%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$23.25 - $24.3 $233,802 - $244,360
-10,056 Reduced 46.32%
11,653 $280,000
Q2 2024

Jul 30, 2024

BUY
$23.04 - $23.52 $30,873 - $31,516
1,340 Added 6.58%
21,709 $506,000
Q1 2024

Apr 16, 2024

BUY
$23.26 - $23.99 $79,735 - $82,237
3,428 Added 20.23%
20,369 $478,000
Q4 2023

Jan 12, 2024

BUY
$22.22 - $23.69 $66 - $71
3 Added 0.02%
16,941 $399,000
Q3 2023

Oct 10, 2023

BUY
$22.56 - $23.35 $41,510 - $42,964
1,840 Added 12.19%
16,938 $383,000
Q2 2023

Jul 27, 2023

BUY
$23.0 - $23.5 $9,706 - $9,917
422 Added 2.88%
15,098 $348,000
Q1 2023

Apr 21, 2023

BUY
$22.81 - $23.65 $8,143 - $8,443
357 Added 2.49%
14,676 $343,000
Q4 2022

Jan 25, 2023

BUY
$22.24 - $23.31 $318,454 - $333,775
14,319 New
14,319 $0

Others Institutions Holding IBD

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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.