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Investitionen in Aktie Cypress Point Wealth Management, LLC

Alle Fondsgesellschaften (13F) und deren Investment in diese Aktie über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q1
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
96.772.484 $+17.794.930 $
+69,2 %
63.184.361 $
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management75.620.193 $+16.919.280 $
+28,8 %
58.700.913 $
BANK OF MONTREAL /CAN/11.683.321 $
GOLDMAN SACHS GROUP INC1.173.469 $-533.246 $
-31,2 %
1.706.715 $
DIMENSIONAL FUND ADVISORS LP1.527.000 $+255.457 $
+20,1 %
1.271.543 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.279.870 $
CITADEL ADVISORS LLC1.216.347 $+383.181 $
+46,0 %
833.166 $
SHEETS SMITH WEALTH MANAGEMENT895.983 $
Cypress Point Wealth Management, LLC843.082 $+548.084 $
+185,8 %
294.998 $
JANE STREET GROUP, LLC508.857 $
Cambridge Investment Research Advisors, Inc.468.000 $+184.000 $
+64,8 %
284.000 $
Quantinno Capital Management LP358.356 $
Corus Family Wealth Advisors269.871 $
Allodium Investment Consultants, LLC224.476 $
Accurate Wealth Management, LLC222.104 $
Strategic Investment Solutions, Inc. /IL157.496 $
Rachor Investment Advisory Services, LLC128.146 $+36.137 $
+39,3 %
92.009 $
Integrated Wealth Concepts LLC67.378 $
Burk Holdings LLC48.864 $
Farther Finance Advisors, LLC39.274 $
CX Institutional24.000 $
Timmons Wealth Management, LLC6.719 $
EverSource Wealth Advisors, LLC3.665 $
LAM GROUP, INC.3.054 $+2.037 $
+200,3 %
1.017 $
LRI Investments, LLC1.714 $
Coston, McIsaac & Partners1.000 $
Allworth Financial LP245 $
96.772.484 $+17.794.930 $
+69,2 %
63.184.361 $
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