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Name: |
Cyndeo Wealth Partners LLC |
City: |
ST. PETERSBURG |
State: |
FL |
Zip: |
33701 |
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Holdings
Found :
23 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
KR |
Kroger Co |
391 |
Closed |
$55.38 |
$0 |
0 |
0% |
-355,000 |
-7,771 |
0 |
Grocery Stores |
|
NDAQ |
Nasdaq OMX Group Inc |
397 |
Closed |
$59.91 |
$0 |
0 |
0% |
-1,544,000 |
-26,550 |
0 |
Business Services |
|
ZM |
Zoom Video Communications, ... |
384 |
Closed |
$61.23 |
$0 |
0 |
0% |
-326,000 |
-4,537 |
0 |
N/A |
|
THTX |
Theratechnologies Ord Shs |
390 |
Closed |
$0.00 |
$0 |
0 |
0% |
-169,000 |
-104,120 |
0 |
N/A |
|
FXN |
First Trust Exchange-Traded... |
396 |
Closed |
$18.51 |
$0 |
0 |
0% |
-212,000 |
-12,691 |
0 |
Closed - End Fund - Debt |
|
WRK |
Westrock Co |
383 |
Closed |
$51.81 |
$0 |
0 |
0% |
-4,584,000 |
-110,402 |
0 |
N/A |
|
EL |
Estee Lauder Companies Inc |
389 |
Closed |
$147.36 |
$0 |
0 |
0% |
-800,000 |
-5,472 |
0 |
Personal Products |
|
BOX |
Box Inc |
395 |
Closed |
$26.31 |
$0 |
0 |
0% |
-1,139,000 |
-44,462 |
0 |
N/A |
|
CPB |
Campbell Soup Co |
382 |
Closed |
$45.01 |
$0 |
0 |
0% |
-201,000 |
-4,640 |
0 |
Food - Major Diversified |
|
DG |
Dollar General Corp |
401 |
Closed |
$137.52 |
$0 |
0 |
0% |
-550,000 |
-4,048 |
0 |
Discount, Variety Stores |
|
F |
Ford Motor Co |
388 |
Closed |
$12.50 |
$0 |
0 |
0% |
-227,000 |
-18,598 |
0 |
Auto Manufacturers |
|
DOW |
DOW Inc |
394 |
Closed |
$58.64 |
$0 |
0 |
0% |
-227,000 |
-4,147 |
0 |
Diversified Chemicals |
|
SIL |
Global X Silver Miners ETF |
381 |
Closed |
$31.83 |
$0 |
0 |
0% |
-284,000 |
-10,004 |
0 |
Closed - End Fund - E... |
|
NYCB |
New York Community Bancorp Inc |
400 |
Closed |
$3.58 |
$0 |
0 |
0% |
-4,419,000 |
-431,974 |
0 |
Savings & Loans |
|
TWLO |
Twilio Inc |
387 |
Closed |
$58.62 |
$0 |
0 |
0% |
-386,000 |
-5,085 |
0 |
N/A |
|
ECH |
iShares MSCI Chile Investab... |
393 |
Closed |
$0.00 |
$0 |
0 |
0% |
-226,000 |
-8,023 |
0 |
Closed - End Fund - E... |
|
BA |
Boeing Co |
380 |
Closed |
$180.35 |
$0 |
0 |
0% |
-877,000 |
-3,366 |
0 |
Aerospace/Defense - M... |
|
TFLO |
Ishares Treasury Floating R... |
399 |
Closed |
$0.00 |
$0 |
0 |
0% |
-473,000 |
-9,365 |
0 |
N/A |
|
CPER |
United States Copper Index ... |
386 |
Closed |
$0.00 |
$0 |
0 |
0% |
-241,000 |
-10,000 |
0 |
N/A |
|
IMTB |
Ishares Core 5 To10 Year Us... |
392 |
Closed |
$0.00 |
$0 |
0 |
0% |
-228,000 |
-5,252 |
0 |
N/A |
|
VVR |
Invesco Van Kampen Senior |
379 |
Closed |
$4.39 |
$0 |
0 |
0% |
-86,000 |
-21,006 |
0 |
Closed - End Fund - Debt |
|
CFT |
iShares Barclays Credit Bond |
398 |
Closed |
$49.93 |
$0 |
0 |
0% |
-317,000 |
-6,183 |
0 |
Closed - End Fund - E... |
|
SIRI |
Sirius XM Radio Inc |
385 |
Closed |
$3.08 |
$0 |
0 |
0% |
-98,000 |
-18,000 |
0 |
Broadcasting - Radio |
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