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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 51 | $7,161,015 | 16,319 | 0.00 | 0.00 | 1,761 | 12.10 | 06-30-2024 |
| ONEOK INC NEW | COM | 52 | $7,134,179 | 87,482 | 0.00 | 0.00 | 10,386 | 13.47 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $6,930,537 | 12,735 | 0.00 | 0.00 | -507 | -3.83 | 06-30-2024 |
| UNION PAC CORP | COM | 54 | $6,930,197 | 30,629 | 0.00 | 0.00 | -3,092 | -9.17 | 06-30-2024 |
