Stammdaten
Unternehmen & Branche
| Name | Cypress Point Wealth Management, LLC |
|---|---|
| Ticker | |
| CIK | 0001825611 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.154.128 | 0 | 1.154.128 | 58.700.913 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 33.556 | 0 | 33.556 | 1.706.715 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 25.000 | 0 | 25.000 | 1.271.543 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 16.381 | 0 | 16.381 | 833.166 | Neu | +100,0% | |
| Cypress Point Wealth Management, LLC | 5.800 | 0 | 5.800 | 294.998 | Neu | +100,0% | |
| Rachor Investment Advisory Services, LLC | 1.809 | 0 | 1.809 | 92.009 | Neu | +100,0% | |
| LAM GROUP, INC. | 20 | 0 | 20 | 1.017 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 5.588 | 0 | 5.588 | 284 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.154.128 | 0 | +100,0% | 58.700.913 | 93,32 | 1 Q |
| GOLDMAN SACHS GROUP INC | 33.556 | 0 | +100,0% | 1.706.715 | 2,71 | 1 Q |
| DIMENSIONAL FUND ADVISORS LP | 25.000 | 0 | +100,0% | 1.271.543 | 2,02 | 1 Q |
| CITADEL ADVISORS LLC | 16.381 | 0 | +100,0% | 833.166 | 1,32 | 1 Q |
| Cypress Point Wealth Management, LLC | 5.800 | 0 | +100,0% | 294.998 | 0,47 | 1 Q |
| Rachor Investment Advisory Services, LLC | 1.809 | 0 | +100,0% | 92.009 | 0,15 | 1 Q |
| LAM GROUP, INC. | 20 | 0 | +100,0% | 1.017 | 0,00 | 1 Q |
| Cambridge Investment Research Advisors, Inc. | 5.588 | 0 | +100,0% | 284 | 0,00 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 8 | 1,2 | 63 |