Cypress Wealth Services, LLC Ishares Msci Usa Size Factor E 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	$87.14 - $98.64 $203,123 - $229,929	2,331 New	2,331 $219,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$64.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$51.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$27.3 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.6 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.4 Million
7.47% of portfolio

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