Cypress Wealth Services, LLC Ishares Tr Convertible Bond Et Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,705 shares of ICVT stock, worth $276,640. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,705
Previous 2,716
0.41%
Holding current value
$276,640
Previous $244,000
10.66%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding ICVT
# of Institutions
372Shares Held
17.1MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$262 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc933KShares$95.4 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$73.5 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$49.9 Million1.16% of portfolio