Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYNDEO WEALTH PARTNERS LLC | 07-30-2024 | 06-30-2024 | 394 | 1,276,967,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $67,590,094 | 151,225 | 0.01 | 0.00 | 7,758 | 5.41 | 06-30-2024 |
| AMAZON COM INC | COM | 2 | $33,904,056 | 175,441 | 0.00 | 0.00 | -5,850 | -3.23 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 3 | $32,380,207 | 333,576 | 0.00 | 0.00 | 7,421 | 2.28 | 06-30-2024 |
| APPLE INC | COM | 4 | $27,051,313 | 128,437 | 0.00 | 0.00 | 430 | 0.34 | 06-30-2024 |
