Cypress Point Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 12,871 shares of VOO stock, worth $7.05 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
12,871
Previous 16,409
21.56%
Holding current value
$7.05 Million
Previous $8.84 Million
25.19%
% of portfolio
2.41%
Previous 3.07%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,636Shares Held
526MCall Options Held
2.1MPut Options Held
1.61M-
Afbi LP Miami Beach, FL39.9MShares$21.9 Billion100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA34.5MShares$18.9 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$16 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$14.6 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$13.5 Billion1.04% of portfolio