Cypress Wealth Services, LLC Wisdomtree Tr Managed Futures Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
Shares
7 transactions
Others Institutions Holding WTMF
# of Institutions
82Shares Held
4.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$41 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS498KShares$19.3 Million0.21% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.4 Million2.63% of portfolio
-
Stewardship Advisors, LLC270KShares$10.5 Million2.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC266KShares$10.3 Million0.0% of portfolio