Cypress Wealth Services, LLC Innovator Etfs Tr Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,328 shares of IJUL stock, worth $239,992. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,328
Previous 46,291
84.17%
Holding current value
$239,992
Previous $1.48 Million
83.83%
% of portfolio
0.04%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding IJUL
# of Institutions
105Shares Held
5.19MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$43.6 Million5.58% of portfolio
-
Access Financial Services, Inc.442KShares$14.5 Million6.98% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA326KShares$10.7 Million0.53% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ231KShares$7.57 Million0.01% of portfolio
-
Berger Financial Group, Inc Plymouth, MN211KShares$6.91 Million0.51% of portfolio