Cypress Point Wealth Management, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025
Number of Shares
21,078
Previous 11,550 82.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
N/A
9,528 Added 82.49%
21,078 $0
Q2 2025

Jul 10, 2025
BUY
N/A
11,550 New
11,550 $0
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