Cypress Point Wealth Management, LLC Vanguard Value ETF Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 9,244 shares of VTV stock, worth $1.58 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,244
Previous 9,193
0.55%
Holding current value
$1.58 Million
Previous $1.47 Million
9.43%
% of portfolio
0.71%
Previous 0.78%
Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.94 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.98 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.39 Billion1.14% of portfolio