Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,867 shares of IBDS stock, worth $213,074. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,867
Previous 11,313
21.62%
Holding current value
$213,074
Previous $275,000
22.91%
% of portfolio
0.04%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding IBDS
# of Institutions
351Shares Held
85.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.1 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.1 Million1.21% of portfolio