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 |
|---|---|---|---|---|---|---|---|---|---|
| VALMONT INDS INC | COM | 451 | $240,693 | 877 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 452 | $240,586 | 3,704 | 0.00 | 0.00 | -9,913 | -72.80 | 06-30-2024 |
| COMFORT SYS USA INC | COM | 453 | $240,255 | 790 | 0.00 | 790 | +Inf | 06-30-2024 | |
| SCHWAB CHARLES CORP | COM | 454 | $239,861 | 3,255 | 0.00 | 3,255 | +Inf | 06-30-2024 |
