Cypress Point Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 3,224 shares of BIL stock, worth $295,447. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,224
Previous 3,202
0.69%
Holding current value
$295,447
Previous $292,000
1.03%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding BIL
# of Institutions
1,229Shares Held
246MCall Options Held
3.3KPut Options Held
105K-
Morgan Stanley New York, NY19.4MShares$1.78 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC16.4MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX14.7MShares$1.35 Billion2.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$1.05 Billion0.44% of portfolio
-
Ubs Group Ag6.52MShares$597 Million0.11% of portfolio