Cyndeo Wealth Partners, LLC's ownership history for DFSV


Cyndeo Wealth Partners, LLC currently holds 23.1K shares with a market value of $759.4K. It started holding DFSV on 2024-09-30. At its peak, it held 34.2K shares on 2024-12-31. Its highest holding value was $1.1M on 2024-12-31. At its lowest, it held 23.1K shares on 2025-12-31, with a value of $755.7K on 2025-03-31. In the recent 180 days, Cyndeo Wealth Partners, LLC has decreased its shares by 3.8K. In the recent year, Cyndeo Wealth Partners, LLC has decreased its shares by 11.1K.


Cyndeo Wealth Partners, LLC's ownership history for DFSV