Cypress Wealth Services, LLC Msci Eafe Growth ETF Transaction History
Cypress Wealth Services, LLC
- $420 Million
- Q1 2024
A detailed history of Cypress Wealth Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 87,830 shares of EFG stock, worth $8.99 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
87,830
Previous 86,650
1.36%
Holding current value
$8.99 Million
Previous $8.39 Million
8.62%
% of portfolio
2.17%
Previous 2.13%
Shares
15 transactions
Others Institutions Holding EFG
# of Institutions
900Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.73 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$778 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$496 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$452 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$385 Million0.03% of portfolio