Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cypress Point Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 59,000 shares of IBDR stock, worth $1.4 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
59,000
Previous 31,000
90.32%
Holding current value
$1.4 Million
Previous $736,000
90.35%
% of portfolio
0.49%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
389Shares Held
97.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio