Cypress Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 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 5,520 shares of USXF stock, worth $306,470. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,520Holding current value
$306,470% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding USXF
# of Institutions
271Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.73MShares$207 Million0.06% of portfolio
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Black Rock Inc. New York, NY2.69MShares$150 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$64.4 Million0.02% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$42.8 Million0.17% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA673KShares$37.4 Million1.22% of portfolio