Cyndeo Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 41,017 shares of USMV stock, worth $3.72 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
41,017
Previous 51,603
20.51%
Holding current value
$3.72 Million
Previous $4.33 Million
13.55%
% of portfolio
0.27%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding USMV
# of Institutions
1,252Shares Held
203MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$930 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$891 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio