Cypress Wealth Services, LLC Columbia ETF Tr Ii Call Options Transaction History
Cypress Wealth Services, LLC
- $440 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Bank Of America Corp Charlotte, NC3.52MShares$117 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.02MShares$33.8 Million0.02% of portfolio
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Marotta Asset Management784KShares$26.1 Million5.17% of portfolio
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Prism Advisors, Inc.765KShares$25.5 Million7.45% of portfolio