Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History
Cypress Wealth Services, LLC
- $440 Million
- Q2 2024
A detailed history of Cypress Wealth Services, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 149,264 shares of XCEM stock, worth $4.97 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
149,264
Previous 104,347
43.05%
Holding current value
$4.97 Million
Previous $3.25 Million
46.81%
% of portfolio
1.08%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$146 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33.8 Million0.02% of portfolio
-
Marotta Asset Management784KShares$26.1 Million5.17% of portfolio
-
Prism Advisors, Inc.765KShares$25.5 Million7.45% of portfolio