Cypress Wealth Services, LLC Ishares Tr Global Energy ETF Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 6,528 shares of IXC stock, worth $268,431. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,528
Previous 9,741
32.98%
Holding current value
$268,431
Previous $394,000
36.8%
% of portfolio
0.05%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding IXC
# of Institutions
403Shares Held
30MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa9.83MShares$404 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$65.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$47.9 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$40.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc888KShares$36.5 Million0.01% of portfolio