A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Nasdaq 100 Equal Weig stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,395 shares of QQEW stock, worth $307,062. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,395
Previous 5,370 55.4%
Holding current value
$307,062
Previous $662,000 54.68%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Oct 18, 2024

SELL
$114.52 - $127.8 $340,697 - $380,205
-2,975 Reduced 55.4%
2,395 $300,000
Q2 2024

Jul 30, 2024

SELL
$115.05 - $124.09 $2.62 Million - $2.83 Million
-22,796 Reduced 80.93%
5,370 $662,000
Q1 2024

Apr 16, 2024

BUY
$114.16 - $124.21 $1.09 Million - $1.18 Million
9,527 Added 51.11%
28,166 $3.49 Million
Q4 2023

Jan 12, 2024

BUY
$97.89 - $118.13 $1.82 Million - $2.2 Million
18,639 New
18,639 $2.19 Million

Others Institutions Holding QQEW

About FIRST TR NASDAQ 100 EQUAL WEIG


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