Cypress Point Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 61,556 shares of VNQI stock, worth $2.72 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
61,556
Previous 64,199
4.12%
Holding current value
$2.72 Million
Previous $2.54 Million
1.46%
% of portfolio
0.91%
Previous 0.88%
Shares
15 transactions
Others Institutions Holding VNQI
# of Institutions
391Shares Held
55.1MCall Options Held
17.9KPut Options Held
3.4K-
Empower Advisory Group, LLC Greenwood Village, CO16.7MShares$739 Million2.22% of portfolio
-
Personal Capital Advisors Corp11.9MShares$527 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.71MShares$252 Million0.04% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.43MShares$63 Million1.01% of portfolio
-
Envestnet Asset Management Inc1.39MShares$61.5 Million0.02% of portfolio