Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYNDEO WEALTH PARTNERS LLC | 01-12-2024 | 12-31-2023 | 367 | 1,080,618,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $53,949,332 | 143,467 | 0.00 | 0.00 | 28,891 | 25.22 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 2 | $32,370,888 | 326,155 | 0.00 | 0.00 | -12,840 | -3.79 | 12-31-2023 |
| AMAZON COM INC | COM | 3 | $27,545,419 | 181,291 | 0.00 | 0.00 | 26,466 | 17.09 | 12-31-2023 |
| APPLE INC | COM | 4 | $24,645,152 | 128,007 | 0.00 | 0.00 | 19,311 | 17.77 | 12-31-2023 |
