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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 251 | $1,016,658 | 2,033 | 0.00 | 0.00 | -363 | -15.15 | 06-30-2024 |
| ETF SER SOLUTIONS | APTUS ENHANCED | 252 | $1,005,218 | 43,459 | 0.00 | 0.00 | 23,829 | 121.39 | 06-30-2024 |
| REGENERON PHARMACEUTICALS | COM | 253 | $996,376 | 948 | 0.00 | 0.00 | 109 | 12.99 | 06-30-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 254 | $991,281 | 37,322 | 0.00 | 0.00 | -12,004 | -24.34 | 06-30-2024 |
