Cyndeo Wealth Partners, LLC
Holdings in PHYS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $22,996,151 | 696,431 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $19,778,132 | 667,729 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $17,043,793 | 672,339 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $16,010,245 | 665,430 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $13,432,836 | 666,973 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $13,358,274 | 655,460 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $11,786,010 | 652,603 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $10,627,649 | 614,315 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $9,782,421 | 614,088 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $8,722,698 | 609,127 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $8,888,813 | 595,765 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $9,043,156 | 584,939 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $6,806,422 | 482,725 | Shares | Sole | 2023-01-25 |