Cypress Wealth Services, LLC Ishares Msci Usa Size Factor E Transaction History
Cypress Wealth Services, LLC
- $440 Million
- Q2 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 1,932 shares of SIZE stock, worth $287,404. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,932
Previous 1,926
0.31%
Holding current value
$287,404
Previous $274,000
3.28%
% of portfolio
0.06%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$63.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$27.1 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.4 Million26.69% of portfolio
-
Trinity Wealth Management, LLC108KShares$16.1 Million7.45% of portfolio