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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 151 | $2,814,442 | 3,311 | 0.00 | 0.00 | -7,047 | -68.03 | 06-30-2024 |
| FLEX LTD | ORD | 152 | $2,813,199 | 95,395 | 0.00 | 0.00 | 44,532 | 87.55 | 06-30-2024 |
| PARKER-HANNIFIN CORP | COM | 153 | $2,765,069 | 5,467 | 0.00 | 0.00 | 120 | 2.24 | 06-30-2024 |
| SHERWIN WILLIAMS CO | COM | 154 | $2,757,033 | 9,238 | 0.00 | 0.00 | -1,682 | -15.40 | 06-30-2024 |
