Cyndeo Wealth Partners, LLC's ownership history for IVV

Cyndeo Wealth Partners, LLC currently holds 24.1K shares with a market value of $16.5M. It started holding IVV on 2024-09-30. At its peak, it held 25.1K shares on 2025-03-31. Its highest holding value was $16.5M on 2025-12-31. At its lowest, it held 22.8K shares on 2024-09-30, with a value of $13.1M on 2024-09-30. In the recent 180 days, Cyndeo Wealth Partners, LLC has increased its shares by 610. In the recent year, Cyndeo Wealth Partners, LLC has decreased its shares by 279.