Cypress Wealth Services, LLC Ishares Tr Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,756 shares of GBF stock, worth $388,483. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,756
Previous 4,001
6.12%
Holding current value
$388,483
Previous $427,000
10.3%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding GBF
# of Institutions
84Shares Held
1.7MCall Options Held
0Put Options Held
0-
Assetmark, Inc351KShares$36.3 Million0.1% of portfolio
-
Destination Wealth Management177KShares$18.3 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS132KShares$13.6 Million0.16% of portfolio
-
Morgan Stanley New York, NY126KShares$13 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC114KShares$11.7 Million0.0% of portfolio