Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,313 shares of IBDS stock, worth $270,493. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,313
Previous 11,313
-0.0%
Holding current value
$270,493
Previous $268,000
2.61%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.7 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio