Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 113,000 shares of IBMN stock, worth $3 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
113,000
Previous 113,000
-0.0%
Holding current value
$3 Million
Previous $2.99 Million
0.63%
% of portfolio
1.32%
Previous 1.57%
Shares
1 transactions
Others Institutions Holding IBMN
# of Institutions
167Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.5 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.79MShares$47.5 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO994KShares$26.4 Million0.06% of portfolio
-
Envestnet Asset Management Inc877KShares$23.3 Million0.01% of portfolio
-
Us Bancorp \De\689KShares$18.3 Million0.02% of portfolio