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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | US PFD ETF | 201 | $1,740,480 | 88,439 | 0.00 | 0.00 | 77,929 | 741.47 | 06-30-2024 |
| SOUTHSTATE CORPORATION | COM | 202 | $1,685,978 | 22,062 | 0.00 | 0.00 | 1,061 | 5.05 | 06-30-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 203 | $1,683,897 | 3,147 | 0.00 | 0.00 | -40 | -1.26 | 06-30-2024 |
| ROCKWELL AUTOMATION INC | COM | 204 | $1,681,177 | 6,107 | 0.00 | 0.00 | -367 | -5.67 | 06-30-2024 |
