Cyndeo Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 15,382 shares of XLG stock, worth $718,800. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,382
Previous 18,177
15.38%
Holding current value
$718,800
Previous $863,000
11.01%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
493Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.33 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$457 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$326 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$232 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$188 Million0.02% of portfolio