Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
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 27,706 shares of XCEM stock, worth $1.04 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
27,706
Previous 33,109
16.32%
Holding current value
$1.04 Million
Previous $1.13 Million
11.05%
% of portfolio
0.18%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding XCEM
# of Institutions
173Shares Held
27.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.82MShares$106 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.6MShares$60.1 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.32MShares$49.4 Million0.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC989KShares$37.1 Million0.01% of portfolio