Cypress Wealth Services, LLC OEF Holdings History
Cypress Wealth Services, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 35,008.00 shares of iShares S&P 100 ETF(OEF), totaling $9.48 Mil. This investment constitutes 1.92% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.06% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Services, LLC has made 9 purchases of OEF, at an average price of $219.94, for a total of 57,139.00 shares. In addition, there have been 8 sales at an average price of $213.70 for 22,131.00 shares. Based on historical transaction data and OEF's current price of $305.26, Cypress Wealth Services, LLC's estimated gain on his OEF holdings is $2.85 Mil, reflecting a 22.67% gain to date.
Cypress Wealth Services, LLC OEF ($305.26) Holding Chart
Cypress Wealth Services, LLC OEF ($305.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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