Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
A detailed history of Cypress Wealth Services, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 154,391 shares of XCEM stock, worth $4.98 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
154,391
Previous 149,264
3.43%
Holding current value
$4.98 Million
Previous $4.76 Million
5.86%
% of portfolio
1.08%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
147Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$32.8 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.8 Million4.71% of portfolio