Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 1,875 shares of IWY stock, worth $443,043. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,875
-0.0%
Holding current value
$443,043
Previous $412,000
7.04%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio