Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 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 33,109 shares of XCEM stock, worth $1.14 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
33,109
Previous 176,193
81.21%
Holding current value
$1.14 Million
Previous $5.22 Million
78.33%
% of portfolio
0.22%
Previous 1.12%
Shares
7 transactions
Others Institutions Holding XCEM
# of Institutions
174Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$121 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$95.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$42.7 Million0.01% of portfolio
-
Marotta Asset Management877KShares$30.1 Million6.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$30 Million0.01% of portfolio