Cyndeo Wealth Partners »

Etf Ser Solutions shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Etf Ser Solutions (JUCY) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Ser Solutions by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $895k 39k 23.21
2024-06-30 $1.0M 44k 23.13
2024-03-31 $862k 37k 23.38
2023-12-31 $465k 20k 23.66

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

Top funds holding Etf Ser Solutions

Aptus Capital Advisors
Integrated Wealth Concepts
Sugarloaf Wealth Management
Brookstone Capital Management
Bienville Capital Management
Second Line Capital
Envestnet Asset Management
Sunburst Financial Group
ORG Partners
First Heartland Consultants
Intrepid Capital Management
Waterloo Capital
Silver Oak Securities
Signal Advisors Wealth
Park Place Capital Corp

View all funds holding Etf Ser Solutions