Cyndeo Wealth Partners, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,732,338 | 138,145 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $1,507,493 | 117,865 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $1,311,779 | 108,322 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $1,248,952 | 108,322 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $746,323 | 63,409 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $744,421 | 63,409 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $735,962 | 63,409 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $737,199 | 63,409 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $702,622 | 63,409 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $647,672 | 63,409 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $723,617 | 63,409 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $732,592 | 65,084 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $437,760 | 41,246 | Shares | Sole | 2023-01-25 |