Top 10 Stocks Held By Cypress Point Wealth Management LLC
By Holdings Channel Staff, updated Thursday, April 18, 10:27 PM
In total we count 53 positions held by Cypress Point Wealth Management LLC as of their latest 13F filing, but among those total Cypress Point Wealth Management LLC holdings we've sorted out the top ten stocks held by Cypress Point Wealth Management LLC by largest position size, and presented them here in slideshow form.
#10 . SCHB
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
56,691
$3,156 SCHB 56,691 $3,156
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
46,110
$2,299 SCHB 46,110 $2,299
SCHB Stock Price From 09/30/2023 To 12/31/2023:
Position Size ($1000s)
$2,299
$3,156
09/30/2023 12/31/2023
Share Count
46,110
56,691
09/30/2023 12/31/2023
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