Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cypress Point Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 15,000 shares of IBDS stock, worth $360,000. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,000Holding current value
$360,000% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
347Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
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Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
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Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
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Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
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Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio