Cyndeo Wealth Partners, LLC Principal Exchange Traded Fds Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 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 971,848 shares of YLD stock, worth $18.5 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
971,848
Previous 933,334 4.13%
Holding current value
$18.5 Million
Previous $18.2 Million 1.72%
% of portfolio
1.06%
Previous 1.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$18.99 - $19.36 $731,380 - $745,631
38,514 Added 4.13%
971,848 $18.5 Million
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
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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