Cypress Financial Planning LLC Vanguard Intermediate Term Tre Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 2024
A detailed history of Cypress Financial Planning LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cypress Financial Planning LLC holds 386,957 shares of VGIT stock, worth $22.4 Million. This represents 8.67% of its overall portfolio holdings.
Number of Shares
386,957
Previous 346,591
11.65%
Holding current value
$22.4 Million
Previous $20.2 Million
15.85%
% of portfolio
8.67%
Previous 8.42%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.15 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.94 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.24 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$913 Million3.23% of portfolio