Cypress Financial Planning LLC Vanguard Intermediate Term Tre Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cypress Financial Planning LLC holds 407,309 shares of VGIT stock, worth $24.2 Million. This represents 8.75% of its overall portfolio holdings.
Number of Shares
407,309
Previous 402,953
1.08%
Holding current value
$24.2 Million
Previous $23.4 Million
3.35%
% of portfolio
8.75%
Previous 8.64%
Shares
5 transactions
Others Institutions Holding VGIT
# of Institutions
856Shares Held
405MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.91 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.81 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.34 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.28 Billion10.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$1.02 Billion3.35% of portfolio