Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CYPRESS POINT WEALTH MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 71 | 195,306,146 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
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