Cypress Point Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 16,272 shares of VTEB stock, worth $817,993. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,272
Previous 16,272
-0.0%
Holding current value
$817,993
Previous $797,000
2.13%
% of portfolio
0.19%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio