Cypress Wealth Services, LLC Innovator Etfs Tr Transaction History
Cypress Wealth Services, LLC
- $652 Million
- Q4 2025
A detailed history of Cypress Wealth Services, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,328 shares of IJUL stock, worth $241,237. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,328
Previous 7,328
-0.0%
Holding current value
$241,237
Previous $239,000
0.84%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IJUL
# of Institutions
114Shares Held
6.28MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$43.9 Million5.58% of portfolio
-
Compass Advisory Group LLC431KShares$14.2 Million4.46% of portfolio
-
Bip Wealth, LLC Atlanta, GA344KShares$11.3 Million0.43% of portfolio
-
Blair William & CO Chicago, IL341KShares$11.2 Million0.03% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA326KShares$10.7 Million0.53% of portfolio