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iShares S&P 100 Index shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 6.9k 247.41
2023-12-31 $1.1M 4.7k 223.39

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding iShares S&P 100 Index

Bank of America Corporation
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Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index