Cyndeo Wealth Partners, LLC
Position in YLD — Principal Active High Yield ETF
CIK 1950947
ST. PETERSBURG, FL
All Filings in YLD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 YLD | $20,302,045 | 1,070,783 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 YLD | $18,469,971 | 971,848 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 YLD | $18,152,412 | 933,334 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 YLD | $18,165,689 | 937,826 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 YLD | $17,707,679 | 929,537 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 YLD | $16,887,222 | 880,460 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 YLD | $16,881,907 | 864,409 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 YLD | $15,989,598 | 839,349 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 YLD | $15,633,889 | 815,965 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 YLD | $15,309,548 | 811,747 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 YLD | $14,487,543 | 802,634 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 YLD | $14,314,091 | 779,847 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||