Cypress Wealth Services, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FJUL
# of Institutions
146Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$24 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23.2 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$23 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.8 Million7.38% of portfolio