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Ishares Msci Usa Quality Facto invalid shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid 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 Msci Usa Quality Facto invalid by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 13k 164.36
2023-12-31 $1.8M 12k 147.14

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 Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Ronald Blue Trust
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid