CYPRESS FINANCIAL PLANNING LLC's ownership history for MS

CYPRESS FINANCIAL PLANNING LLC currently holds 37.7K shares with a market value of $6.8M. It started holding MS on 2024-09-30. At its peak, it held 39.5K shares on 2025-03-31. Its highest holding value was $6.8M on 2025-12-31. At its lowest, it held 37.7K shares on 2025-06-30, with a value of $4.1M on 2024-09-30. In the recent 180 days, CYPRESS FINANCIAL PLANNING LLC has increased its shares by 8. In the recent year, CYPRESS FINANCIAL PLANNING LLC has decreased its shares by 1.7K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $1.8M on 2024-09-30. At its peak, it held 150 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $1.8M on 2025-12-31. At its lowest, it held 1 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $225 on 2024-09-30. In the recent 180 days, CYPRESS FINANCIAL PLANNING LLC has decreased its holdings by 99 contracts.