Cypress Point Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024
Number of Shares
59,513
Previous 52,070 14.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
7,443 Added 14.29%
59,513 $0
Q2 2024

Jul 26, 2024
BUY
N/A
2,187 Added 4.38%
52,070 $0
Q1 2024

May 07, 2024
BUY
N/A
30,618 Added 158.93%
49,883 $0
Q4 2023

Jan 17, 2024
BUY
N/A
1,230 Added 6.82%
19,265 $0
Q3 2023

Oct 31, 2023
SELL
N/A
-2,075 Reduced 10.32%
18,035 $0
Q2 2023

Jul 20, 2023
BUY
N/A
20,110 New
20,110 $0
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