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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 351 | $455,472 | 8,889 | 0.00 | 0.00 | -1,857 | -17.28 | 06-30-2024 |
| ISHARES TR | CORE S&P US VLU | 352 | $455,417 | 5,168 | 0.00 | 0.00 | 14 | 0.27 | 06-30-2024 |
| AIR PRODS & CHEMS INC | COM | 353 | $450,555 | 1,746 | 0.00 | 0.00 | 528 | 43.35 | 06-30-2024 |
| ROKU INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 206 | 4.58 | 06-30-2024 |
