Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 933,334 shares of YLD stock, worth $17.7 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

933,334

Previous 937,826 0.48%

Holding current value

$17.7 Million

Previous $18.2 Million 0.07%

% of portfolio

1.06%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$19.14 - $19.46 $85,976 - $87,414	-4,492 Reduced 0.48%	933,334 $18.2 Million
Q2 2025 Jul 24, 2025	BUY	$18.16 - $19.37 $150,528 - $160,557	8,289 Added 0.89%	937,826 $18.2 Million
Q1 2025 Apr 17, 2025	BUY	$19.03 - $19.51 $933,935 - $957,492	49,077 Added 5.57%	929,537 $17.7 Million
Q4 2024 Jan 21, 2025	BUY	$19.17 - $19.61 $307,697 - $314,760	16,051 Added 1.86%	880,460 $16.9 Million
Q3 2024 Oct 18, 2024	BUY	$18.89 - $19.62 $473,383 - $491,677	25,060 Added 2.99%	864,409 $16.9 Million

Q2 2024 Jul 30, 2024	BUY	$18.74 - $19.15 $438,216 - $447,803	23,384 Added 2.87%	839,349 $16 Million
Q1 2024 Apr 16, 2024	BUY	$18.75 - $19.2 $79,087 - $80,985	4,218 Added 0.52%	815,965 $15.6 Million
Q4 2023 Jan 12, 2024	BUY	$17.66 - $19.07 $160,935 - $173,784	9,113 Added 1.14%	811,747 $15.3 Million
Q3 2023 Oct 10, 2023	BUY	$18.0 - $18.49 $410,166 - $421,331	22,787 Added 2.92%	802,634 $14.5 Million
Q2 2023 Jul 27, 2023	BUY	$18.08 - $18.44 $14.1 Million - $14.4 Million	779,847 New	779,847 $14.3 Million

Others Institutions Holding YLD

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Transaction History