Cyndeo Wealth Partners’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Cyndeo Wealth Partners’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,035	Closed	-$405K	–	405
2024 Q1	$405K	Sell	8,035 -3,430	-30%	-$171K	0.03%	282
2023 Q4	$565K	Sell	11,465 -47,011	-80%	-$2.17M	0.05%	235
2023 Q3	$2.64M	Sell	58,476 -245	-0.4%	-$11.2K	0.28%	104
2023 Q2	$2.64M	Buy	58,721 +4,311	+8%	+$185K	0.28%	102
2023 Q1	$2.24M	Buy	54,410 +4,749	+10%	+$198K	0.24%	117
2022 Q4	$2.1M	Buy	+49,661	New	+$2.18M	0.25%	124

Other funds holding INDY

State of Tennessee, Department of Treasury

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return