Cypress Wealth Services, LLC First Trust Dorsey Wright Inte Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 22, 2019	SELL	$16.87 - $20.34 $194,005 - $233,910	-11,500 Closed	0 $0
Q1 2018 May 01, 2018	BUY	$21.61 - $24.22 $248,515 - $278,530	11,500 New	11,500 $256,000

Others Institutions Holding IFV

# of Institutions

56

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$41.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.3 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.6 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.53 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.3 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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