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| Name: |
Cypress Point Wealth Management LLC |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75219 |
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data |
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| Holdings
Found :
5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IBMN |
Ishares Ibonds Dec 2025 Ter... |
14 |
- |
$0.00 |
$2,990,000 |
113,000 |
1.53% |
-10,000 |
0 |
0.126 |
N/A |
|
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AVIV |
Avantis International Large... |
30 |
- |
$0.00 |
$1,474,000 |
27,249 |
0.75% |
71,000 |
0 |
0.303 |
N/A |
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VUG |
Vanguard Growth VIPERS |
43 |
- |
$361.13 |
$803,000 |
2,333 |
0.41% |
78,000 |
0 |
0.001 |
Closed - End Fund - E... |
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LPRO |
Open Lending Inc Class A |
47 |
- |
$13.75 |
$670,000 |
107,000 |
0.34% |
-241,000 |
0 |
0.085 |
N/A |
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ERNA |
Eterna Therapeutics Inc |
68 |
- |
$1.93 |
$227,000 |
94,375 |
0.12% |
58,000 |
0 |
0.227 |
Broadcasting - TV |
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