Cypress Wealth Services, LLC Ishares Msci Usa Quality Facto Put Options Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q3 2020 Oct 23, 2020	BUY	$96.43 - $110.16 $873,173 - $997,498	9,055 New	9,055 $939,000

Others Institutions Holding QUAL

# of Institutions

1,444

Shares Held

226M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.22 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.69 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.66 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.43 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.39 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.