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 $752,400. This represents 0.26% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$752,400
Previous $753,000
0.27%
% of portfolio
0.26%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
418Shares Held
94.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.7 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.3 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.1 Million0.02% of portfolio