Cyndeo Wealth Partners, LLC
Holdings in UGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,826,947 | 262,542 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $8,431,576 | 253,505 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $8,853,556 | 243,096 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $7,916,991 | 239,401 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $7,225,891 | 255,965 | Shares | Sole | 2025-01-21 |