Cyndeo Wealth Partners, LLC Ishares Tr Russell 200 Growth Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
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 18,540 shares of IWY stock, worth $3.71 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
18,540
Previous 1,875
888.8%
Holding current value
$3.71 Million
Previous $441,000
784.81%
% of portfolio
0.26%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
616Shares Held
57.6MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.25 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.19 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.07 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$981 Million17.52% of portfolio
-
Envestnet Asset Management Inc2.79MShares$558 Million0.22% of portfolio