Cypress Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 4,332 shares of USXF stock, worth $246,100. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,332
Previous 5,520
21.52%
Holding current value
$246,100
Previous $297,000
16.5%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
285Shares Held
18.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.73MShares$212 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$153 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$59.1 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$43.8 Million0.17% of portfolio
-
Sei Investments CO Oaks, PA715KShares$40.6 Million0.05% of portfolio