Cyndeo Wealth Partners, LLC First Trust Nasdaq 100 Technol Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Nasdaq 100 Technol stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 10,672 shares of QTEC stock, worth $2.16 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,672

Previous 12,205 12.56%

Holding current value

$2.16 Million

Previous $2.33 Million 13.92%

% of portfolio

0.14%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$185.87 - $204.12 $284,938 - $312,915	-1,533 Reduced 12.56%	10,672 $2.01 Million
Q3 2024 Oct 18, 2024	BUY	$169.92 - $205.38 $90,227 - $109,056	531 Added 4.55%	12,205 $2.33 Million
Q2 2024 Jul 30, 2024	SELL	$173.94 - $199.42 $384,407 - $440,718	-2,210 Reduced 15.92%	11,674 $2.31 Million
Q1 2024 Apr 16, 2024	SELL	$166.5 - $195.66 $840,492 - $987,691	-5,048 Reduced 26.66%	13,884 $2.65 Million
Q4 2023 Jan 12, 2024	SELL	$137.75 - $176.94 $3.79 Million - $4.87 Million	-27,547 Reduced 59.27%	18,932 $3.32 Million
Q3 2023 Oct 10, 2023	SELL	$141.05 - $157.31 $94,785 - $105,712	-672 Reduced 1.43%	46,479 $6.75 Million
Q2 2023 Jul 27, 2023	BUY	$118.86 - $149.5 $189,343 - $238,153	1,593 Added 3.5%	47,151 $6.94 Million
Q1 2023 Apr 21, 2023	BUY	$103.56 - $130.51 $4.72 Million - $5.95 Million	45,558 New	45,558 $5.95 Million

Others Institutions Holding QTEC

# of Institutions

348

Shares Held

13.8M

Call Options Held

9.9K

Put Options Held

48.6K

View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

Ticker QTEC
Sector ETFs
Industry ETFs

More about QTEC

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 First Trust Nasdaq 100 Technol Transaction History