Cypress Wealth Services, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$43.05 - $47.12 $4,305 - $4,712	-100 Reduced 1.51%	6,502 $305,000
Q3 2023 Oct 13, 2023	SELL	$43.67 - $46.49 $1.4 Million - $1.49 Million	-32,102 Reduced 82.94%	6,602 $288,000
Q2 2023 Jul 21, 2023	SELL	$45.36 - $47.24 $521,231 - $542,834	-11,491 Reduced 22.89%	38,704 $1.79 Million
Q1 2023 Apr 07, 2023	SELL	$45.4 - $47.21 $99,289 - $103,248	-2,187 Reduced 4.18%	50,195 $2.35 Million
Q4 2022 Jan 18, 2023	BUY	$43.48 - $46.24 $388,145 - $412,784	8,927 Added 20.54%	52,382 $0
Q3 2022 Oct 14, 2022	BUY	$43.92 - $47.21 $1.07 Million - $1.15 Million	24,408 Added 128.15%	43,455 $1.93 Million
Q2 2022 Jul 27, 2022	BUY	$45.07 - $47.95 $450,339 - $479,116	9,992 Added 110.35%	19,047 $873,000
Q1 2022 Apr 22, 2022	BUY	$47.75 - $51.66 $111,782 - $120,936	2,341 Added 34.87%	9,055 $434,000
Q4 2021 Jan 19, 2022	BUY	$51.25 - $51.8 $344,092 - $347,785	6,714 New	6,714 $347,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

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