CWP
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Cyndeo Wealth Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Cyndeo Wealth Partners’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,462
Closed -$550K – 469
2025
Q1 		$550K Hold
24,462
– – 0.04% 284
2024
Q4 		$523K Hold
24,462
– – 0.04% 292
2024
Q3 		$545K Hold
24,462
– – 0.04% 285
2024
Q2 		$568K Hold
24,462
– – 0.04% 264
2024
Q1 		$562K Hold
24,462
– – 0.05% 250
2023
Q4 		$539K Hold
24,462
– – 0.05% 247
2023
Q3 		$611K Hold
24,462
– – 0.06% 209
2023
Q2 		$555K Hold
24,462
– – 0.06% 209
2023
Q1 		$581K Buy
+24,462
New +$586K 0.06% 206

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HS
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Deutsche Bank
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QC
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LMIM
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Envestnet Asset Management
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PWM
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