Cypress Point Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 10,407 shares of VYM stock, worth $1.34 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,407
Previous 10,782
3.48%
Holding current value
$1.34 Million
Previous $1.38 Million
3.49%
% of portfolio
0.48%
Previous 0.48%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,999Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$943 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$745 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$743 Million0.3% of portfolio