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

Cypress Wealth Services, LLC

$474 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$32.89 - $33.98 $220,363 - $227,665	-6,700 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$28.62 - $31.58 $191,754 - $211,586	6,700 New	6,700 $212,000

Others Institutions Holding FOCT

# of Institutions

133

Shares Held

5.88M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

563K
Shares

$23.2 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

531K
Shares

$21.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

455K
Shares

$18.8 Million
0.04% of portfolio
Le Clair Wealth Partners LLC Dublin, OH

285K
Shares

$11.8 Million
8.1% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

273K
Shares

$11.3 Million
0.24% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

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