Cyndeo Wealth Partners, LLC
CIK
0001950947
City
ST. PETERSBURG
State / Country
FL
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $393,062 | 13,782 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $379,277 | 13,812 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $365,603 | 13,812 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $328,035 | 13,812 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $403,315 | 14,910 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $374,539 | 14,910 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $373,942 | 14,910 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $363,572 | 15,061 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $680,123 | 29,379 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $660,146 | 29,379 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $732,418 | 29,379 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $703,333 | 29,379 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $600,212 | 29,379 | Shares | Sole | 2023-01-25 |