Cypress Wealth Services, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$32.04 - $33.23 $330,012 - $342,268	-10,300 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$30.28 - $31.88 $311,884 - $328,364	10,300 New	10,300 $328,000

Others Institutions Holding FDEC

# of Institutions

121

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

849K
Shares

$38.2 Million
1.07% of portfolio
Sigma Planning Corp Ann Arbor, MI

425K
Shares

$19.1 Million
0.58% of portfolio
Cwm, LLC

338K
Shares

$15.2 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

304K
Shares

$13.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

257K
Shares

$11.6 Million
0.02% of portfolio

About FIRST TR EX TR FD VIII FT CBOE

Ticker FDEC
Sector ETFs
Industry ETFs

More about FDEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.