Cyndeo Wealth Partners, LLC
CIK
0001950947
City
ST. PETERSBURG
State / Country
FL
Holdings in IDE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $249,972 | 20,323 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $249,793 | 20,593 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $240,732 | 20,593 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $217,873 | 20,593 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $209,018 | 20,593 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $233,936 | 20,593 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $210,666 | 20,593 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $216,638 | 20,593 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $209,636 | 20,593 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $194,191 | 20,593 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $212,451 | 21,525 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $207,716 | 21,525 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $174,413 | 19,020 | Shares | Sole | 2023-01-25 |