Cypress Point Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 19,939 shares of BND stock, worth $1.45 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
19,939
Previous 19,794
0.73%
Holding current value
$1.45 Million
Previous $1.43 Million
4.98%
% of portfolio
0.66%
Previous 0.75%
Shares
5 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.07 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.29 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.67 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.48 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.62 Billion0.07% of portfolio