Cypress Wealth Services, LLC Sells in Q3 2024

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-124
- 0.39%
$49.93 - $51.15 $6.19K - $6.34K
31.5K $1.61M
HDV
Ishares Core High Dividend ETF

ETFs
-20
- 0.58%
$107.62 - $118.76 $2.15K - $2.38K
3.46K $406K
GNMA
Ishares Gnma Bond ETF

ETFs
-52
- 0.26%
$42.68 - $45.25 $2.22K - $2.35K
19.6K $877K
YJUN
First Tr Exchange Traded Fd Vi
-575
- 1.27%
$21.48 - $23.09 $12.4K - $13.3K
44.9K $1.03M
MO
Altria Group, Inc.

Consumer Defensive
-128
- 1.69%
$45.95 - $54.71 $5.88K - $7K
7.44K $379K
VLUE
Ishares Msci Usa Value Factor

ETFs
-52
- 0.69%
$99.14 - $109.18 $5.16K - $5.68K
7.46K $812K
EMB
Ishares Tr

ETFs
-106
- 0.99%
$87.75 - $93.74 $9.3K - $9.94K
10.6K $992K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-4.99K
- 5.19%
$26.43 - $29.86 $132K - $149K
91.1K $2.69M
MDT
Medtronic PLC

Healthcare
-128
- 1.92%
$76.84 - $91.03 $9.84K - $11.7K
6.55K $589K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-330
- 3.09%
$52.04 - $64.22 $17.2K - $21.2K
10.4K $632K
SBUX
Starbucks Corp

Consumer Cyclical
-229
- 3.3%
$72.51 - $98.6 $16.6K - $22.6K
6.71K $654K
HYG
Ishares Tr

ETFs
-345
- 0.77%
$76.72 - $80.36 $26.5K - $27.7K
44.5K $3.57M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-715
- 1.15%
$38.51 - $41.69 $27.5K - $29.8K
61.3K $2.56M
VDC
Vanguard Consumer Staples ETF

ETFs
-208
- 1.6%
$201.77 - $221.32 $42K - $46K
12.8K $2.8M
EFG
Msci Eafe Growth ETF

ETFs
-4.56K
- 3.63%
$96.84 - $108.77 $442K - $496K
121K $13.1M
DVY
Ishares Tr

ETFs
-808
- 3.75%
$119.99 - $135.74 $97K - $110K
20.8K $2.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.38K
- 0.9%
$31.18 - $33.5 $43K - $46.2K
152K $5.05M
SHOP
Shopify Inc.

Technology
-70
- 0.44%
$52.26 - $80.75 $3.66K - $5.65K
16K $1.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.67K
- 3.57%
$117.9 - $128.2 $197K - $214K
45.1K $5.78M
VEA
Vanguard Ftse Developed Market

ETFs
-1.15K
- 1.26%
$47.6 - $53.31 $54.8K - $61.4K
89.9K $4.75M
VB
Vanguard Small Cap ETF

ETFs
-470
- 2.09%
$214.77 - $237.72 $101K - $112K
22K $5.23M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-632
- 0.96%
$113.45 - $126.18 $71.7K - $79.7K
65K $8.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.88K
- 1.09%
$84.77 - $97.13 $160K - $183K
171K $16.4M
VO
Vanguard Mid Cap ETF

ETFs
-540
- 2.18%
$237.84 - $263.83 $128K - $142K
24.3K $6.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.47K
- 3.92%
$520.18 - $576.82 $1.29M - $1.43M
60.6K $34.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.11K
- 2.87%
$60.84 - $67.51 $554K - $615K
308K $20.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-625
- 0.6%
$162.64 - $179.3 $102K - $112K
104K $18.7M
Activity Summary
Buys All Purchases 166 New Holdings 42 Increased Positions 124 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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