Cypress Wealth Services, LLC Sells in Q3 2024

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-31.5K
- 46.87%
$32.34 - $35.85 $1.02M - $1.13M
35.8K $1.27M
NJUL
Innovator Growth 100 Power Buf

Technology
-17.7K
- 49.28%
$56.73 - $60.88 $1M - $1.08M
18.2K $1.11M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-9.86K
- 44.37%
$50.63 - $51.11 $499K - $504K
12.4K $631K
IEMG
Ishares Inc

ETFs
-7.92K
- 17.85%
$53.64 - $53.64 $425K - $425K
36.4K $1.95M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-11.4K
- 21.32%
$36.89 - $39.25 $422K - $449K
42.2K $1.66M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.04K
- 56.71%
$51.58 - $53.79 $311K - $325K
4.61K $247K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-8.72K
- 40.48%
$34.72 - $36.88 $303K - $322K
12.8K $472K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.52K
- 5.01%
$285.48 - $330.24 $434K - $502K
28.8K $9.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.35K
- 18.85%
$83.76 - $91.82 $365K - $400K
18.7K $1.71M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.06K
- 11.6%
$89.91 - $101.33 $275K - $310K
23.3K $2.29M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.68K
- 37.14%
$43.5 - $45.75 $116K - $123K
4.53K $207K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.34K
- 19.38%
$38.94 - $42.35 $91.2K - $99.1K
9.74K $394K
LLY
Eli Lilly & CO

Healthcare
-71
- 3.32%
$772.14 - $960.02 $54.8K - $68.2K
2.07K $1.83M
SCHW
Schwab Charles Corp

Financial Services
-85
- 1.05%
$61.74 - $76.08 $5.25K - $6.47K
8.03K $520K
IYW
Ishares Dj Us Tech ETF

ETFs
-853
- 1.58%
$133.16 - $158.73 $114K - $135K
53.2K $8.07M
DFAU
Dimensional ETF Tr

ETFs
-2.49K
- 15.94%
$35.8 - $39.69 $89.3K - $99K
13.2K $522K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-809
- 6.12%
$475.2 - $527.7 $384K - $427K
12.4K $6.55M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.59K
- 10.57%
$39.31 - $41.32 $62.4K - $65.6K
13.4K $554K
DFAI
Dimensional ETF Tr

ETFs
-2.36K
- 16.95%
$28.69 - $32.06 $67.7K - $75.7K
11.6K $367K
VDE
Vanguard Energy ETF

ETFs
-132
- 2.63%
$117.44 - $131.06 $15.5K - $17.3K
4.89K $598K
MRK
Merck & Co., Inc.

Healthcare
-31
- 0.87%
$111.15 - $128.97 $3.45K - $4K
3.53K $400K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-1.78K
- 18.03%
$25.04 - $26.83 $44.6K - $47.8K
8.09K $216K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-307
- 3.67%
$42.59 - $60.56 $13.1K - $18.6K
8.06K $407K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.78K
- 19.44%
$32.04 - $37.11 $57.1K - $66.2K
7.39K $269K
IYE
Ishares Tr

ETFs
-379
- 3.86%
$44.44 - $49.18 $16.8K - $18.6K
9.45K $437K
DIS
Walt Disney CO

Communication Services
-58
- 0.87%
$85.6 - $98.61 $4.96K - $5.72K
6.64K $638K
DFAT
Dimensional ETF Tr U S Target

ETFs
-781
- 17.51%
$51.0 - $57.07 $39.8K - $44.6K
3.68K $204K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-530
- 7.22%
$96.25 - $101.98 $51K - $54K
6.81K $689K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-595
- 15.03%
$71.9 - $79.86 $42.8K - $47.5K
3.36K $267K
FTCS
First Trust Capital Strength E

ETFs
-391
- 14.18%
$83.58 - $90.94 $32.7K - $35.6K
2.37K $214K
BNDX
Vanguard Total International B

ETFs
-532
- 8.83%
$48.42 - $50.35 $25.8K - $26.8K
5.49K $276K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-467
- 11.95%
$59.93 - $66.52 $28K - $31.1K
3.44K $228K
HON
Honeywell International Inc

Industrials
-4
- 0.2%
$196.73 - $220.21 $787 - $881
1.95K $402K
IXN
Ishares Global Information Tec

ETFs
-70
- 0.6%
$73.0 - $87.81 $5.11K - $6.15K
11.6K $954K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2
- 0.11%
$147.95 - $191.05 $296 - $382
1.77K $306K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-6.54K
- 59.25%
N/A
4.5K $0
Innovator Etfs Trust
-1.68K
- 20.49%
N/A
6.51K $0
Cava Group Inc
-380
- 7.4%
N/A
4.76K $0
Innovator Etfs Trust
-1.41K
- 3.38%
N/A
40.2K $0
FNV
Franco Nevada Corp

Basic Materials
-122
- 4.45%
$116.95 - $131.12 $14.3K - $16K
2.62K $325K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-72
- 0.9%
$25.38 - $26.27 $1.83K - $1.89K
7.92K $208K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-40
- 1.23%
$61.11 - $67.85 $2.44K - $2.71K
3.22K $218K
EMGF
Ishares Msci Emerging Markets

ETFs
-827
- 5.08%
$44.02 - $50.58 $36.4K - $41.8K
15.5K $770K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-69
- 1.98%
$65.06 - $71.72 $4.49K - $4.95K
3.42K $243K
NG
Novagold Resources Inc

Basic Materials
-100
- 0.49%
$3.33 - $4.78 $333 - $478
20.1K $82K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-183
- 0.9%
$22.38 - $23.66 $4.1K - $4.33K
20.2K $472K
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 3.06%
$200.87 - $224.6 $7.63K - $8.53K
1.21K $266K
V
Visa Inc.

Financial Services
-70
- 2.09%
$253.74 - $291.56 $17.8K - $20.4K
3.28K $902K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.4K
- 6.33%
$59.25 - $65.33 $142K - $157K
35.5K $2.31M
Activity Summary
Buys All Purchases 166 New Holdings 42 Increased Positions 124 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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