Cyndeo Wealth Partners, LLC Ishares Barclays Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,199 shares of IEF stock, worth $295,811. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,199
Previous 2,969
7.75%
Holding current value
$295,811
Previous $291,000
1.37%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,059Shares Held
281MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.85 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.57 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.31 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio