Cyndeo Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,381 shares of STIP stock, worth $640,716. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,381

Previous 161,621 96.05%

Holding current value

$640,716

Previous $16.1 Million 95.98%

% of portfolio

0.05%

Previous 1.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$98.99 - $101.51 $15.4 Million - $15.8 Million	-155,240 Reduced 96.05%	6,381 $646,000
Q2 2024 Jul 30, 2024	BUY	$98.69 - $99.57 $595,594 - $600,904	6,035 Added 3.88%	161,621 $16.1 Million
Q1 2024 Apr 16, 2024	BUY	$98.36 - $99.47 $71,704 - $72,513	729 Added 0.47%	155,586 $15.5 Million
Q4 2023 Jan 12, 2024	BUY	$96.33 - $98.68 $46,816 - $47,958	486 Added 0.31%	154,857 $15.3 Million
Q3 2023 Oct 10, 2023	BUY	$96.73 - $97.56 $299,669 - $302,240	3,098 Added 2.05%	154,371 $15 Million
Q2 2023 Jul 27, 2023	BUY	$97.43 - $99.5 $131,433 - $134,225	1,349 Added 0.9%	151,273 $14.8 Million
Q1 2023 Apr 21, 2023	BUY	$96.86 - $99.23 $7.12 Million - $7.3 Million	73,546 Added 96.29%	149,924 $14.9 Million
Q4 2022 Jan 25, 2023	BUY	$96.57 - $98.11 $7.38 Million - $7.49 Million	76,378 New	76,378 $0

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History