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 |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINL INC | COM | 301 | $630,164 | 5,098 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| QUALCOMM INC | COM | 302 | $619,948 | 3,113 | 0.00 | 0.00 | 445 | 16.68 | 06-30-2024 |
| AT&T INC | COM | 303 | $616,940 | 32,284 | 0.00 | 0.00 | -1,060 | -3.18 | 06-30-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 304 | $607,952 | 2,332 | 0.00 | 2,332 | +Inf | 06-30-2024 |
