Cypress Point Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Cypress Point Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 30,000 shares of IBDQ stock, worth $754,800. This represents 0.26% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$754,800
Previous $753,000
0.27%
% of portfolio
0.26%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
406Shares Held
85.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.7 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.4 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.5 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.7 Million0.12% of portfolio