Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 2025
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 35,000 shares of IBDS stock, worth $852,250. This represents 0.19% of its overall portfolio holdings.
Number of Shares
35,000
Previous 35,000
-0.0%
Holding current value
$852,250
Previous $849,000
0.24%
% of portfolio
0.19%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
420Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio