Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q1 2025
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 8,867 shares of IBDS stock, worth $213,694. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,867
Previous 8,867
-0.0%
Holding current value
$213,694
Previous $212,000
0.94%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding IBDS
# of Institutions
381Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$188 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.8 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.7 Million6.94% of portfolio