Cypress Wealth Services, LLC Msci Eafe Growth ETF Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 2025
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 88,784 shares of EFG stock, worth $9.66 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
88,784
Previous 87,401
1.58%
Holding current value
$9.66 Million
Previous $8.81 Million
12.82%
% of portfolio
1.92%
Previous 1.88%
Shares
20 transactions
Others Institutions Holding EFG
# of Institutions
1,090Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.84 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$626 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$590 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$577 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$530 Million0.04% of portfolio