Cypress Wealth Services, LLC Ishares S&P 100 ETF Transaction History
Cypress Wealth Services, LLC
- $652 Million
- Q4 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 61,874 shares of OEF stock, worth $16.5 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
61,874
Previous 57,479
7.65%
Holding current value
$16.5 Million
Previous $15.3 Million
7.65%
% of portfolio
2.52%
Previous 2.75%
Shares
21 transactions
Others Institutions Holding OEF
# of Institutions
1,100Shares Held
73.4MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio