Cypress Wealth Services, LLC Innovator U.S. Small Cap Power Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding KJUL
# of Institutions
90Shares Held
2.87MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$8.31 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL217KShares$6.79 Million0.01% of portfolio
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Cary Street Partners Financial LLC Richmond, VA155KShares$4.86 Million0.13% of portfolio
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Xml Financial, LLC150KShares$4.7 Million0.39% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ141KShares$4.42 Million0.01% of portfolio