Cypress Wealth Services, LLC Msci Eafe Growth ETF Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
A detailed history of Cypress Wealth Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 121,235 shares of EFG stock, worth $11.9 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
121,235
Previous 125,796
3.63%
Holding current value
$11.9 Million
Previous $12.9 Million
1.41%
% of portfolio
2.79%
Previous 2.93%
Shares
17 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio