Cypress Wealth Services, LLC Ishares Msci Usa Value Factor Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,359 shares of VLUE stock, worth $796,390. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,359
Previous 7,455
1.29%
Holding current value
$796,390
Previous $812,000
4.31%
% of portfolio
0.16%
Previous 0.17%
Shares
18 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.18 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$497 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$374 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$200 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$183 Million0.06% of portfolio