Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 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 31,000 shares of IBDR stock, worth $736,250. This represents 0.32% of its overall portfolio holdings.
Number of Shares
31,000Holding current value
$736,250% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
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Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
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Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio