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 |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK CMNTY BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 81,598 | 23.29 | 06-30-2024 |
| MICRON TECHNOLOGY INC | COM | 102 | $4,373,343 | 33,250 | 0.00 | 0.00 | 7,925 | 31.29 | 06-30-2024 |
| ISHARES TR | MSCI USA MIN VOL | 103 | $4,332,575 | 51,603 | 0.00 | 0.00 | -19,875 | -27.81 | 06-30-2024 |
| UNITED PARCEL SERVICE INC | CL B | 104 | $4,327,439 | 31,622 | 0.00 | 0.00 | 10,245 | 47.93 | 06-30-2024 |
