Cypress Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding PJUL
# of Institutions
265Shares Held
18MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$141 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.14MShares$44.8 Million0.86% of portfolio
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Commonwealth Equity Services, LLC648KShares$25.5 Million0.04% of portfolio
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Janney Montgomery Scott LLC558KShares$22 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ556KShares$21.9 Million0.06% of portfolio