Cypress Point Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cypress Point Wealth Management, LLC
- $361 Million
- Q2 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 16,272 shares of VTEB stock, worth $795,049. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,272Holding current value
$795,049% of portfolio
0.22%Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio