Cyndeo Wealth Partners, LLC Ishares Tr Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,995 shares of IYF stock, worth $865,491. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,995
Previous 6,585
6.23%
Holding current value
$865,491
Previous $796,000
11.18%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IYF
# of Institutions
508Shares Held
20MCall Options Held
18.2KPut Options Held
44.1K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.78MShares$221 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.59MShares$196 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.55MShares$192 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$148 Million1.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC710KShares$87.8 Million0.03% of portfolio