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 |
|---|---|---|---|---|---|---|---|---|---|
| SEMPRA | COM | 401 | $322,494 | 4,240 | 0.00 | 4,240 | +Inf | 06-30-2024 | |
| CANADIAN PAC KANSAS CITY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -443 | -9.91 | 06-30-2024 |
| PAYCHEX INC | COM | 403 | $314,338 | 2,651 | 0.00 | 0.00 | -83 | -3.04 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 404 | $308,706 | 8,195 | 0.00 | 8,195 | +Inf | 06-30-2024 |
