Cypress Wealth Services, LLC Ishares 0 5 Year Investment Gr Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
249Shares Held
27.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.7 Million0.02% of portfolio
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Life Planning Partners, Inc1.45MShares$72.5 Million0.53% of portfolio
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Ubs Group Ag1.22MShares$61 Million0.01% of portfolio
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Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio