Cyndeo Wealth Partners, LLC
Q1 2024 13F Holdings
Location
St. Petersburg, FL
Holdings as of
3/31/2024
Value ($000)
$1,202,438
Num holdings
380
Date filed
4/16/2024
Form type
13F-HR
Prev filing
1/12/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1 - RESTATEMENT
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type