Cyndeo Wealth Partners, LLC
CIK
0001950947
City
ST. PETERSBURG
State / Country
FL
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,009,099 | 41,854 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $1,037,979 | 41,854 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $1,185,826 | 44,001 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $1,124,225 | 44,001 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,057,784 | 44,001 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $1,145,346 | 44,001 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $989,142 | 44,001 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $1,037,103 | 44,001 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $934,581 | 44,001 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $861,539 | 44,001 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $1,039,303 | 44,001 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $1,073,624 | 44,001 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $1,014,201 | 42,276 | Shares | Sole | 2023-01-25 |