Cypress Point Wealth Management, LLC ISHARES TR Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025
Number of Shares
119,718
Previous 119,718 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
N/A
970 Added 0.82%
119,718 $0
Q3 2024

Nov 01, 2024
BUY
N/A
753 Added 0.64%
118,748 $0
Q2 2024

Jul 26, 2024
BUY
N/A
738 Added 0.63%
117,995 $0
Q1 2024

May 07, 2024
BUY
N/A
257 Added 0.22%
117,257 $0
Q4 2023

Jan 17, 2024
BUY
N/A
117,000 New
117,000 $0
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