Cardinal Point Capital Management, Ulc Ishares Esg Aware Aggressive A Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Esg Aware Aggressive A stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 31,545 shares of EAOA stock, worth $1.23 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
31,545
Previous 31,545
-0.0%
Holding current value
$1.23 Million
Previous $1.12 Billion
8.9%
% of portfolio
0.1%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding EAOA
# of Institutions
19Shares Held
108KCall Options Held
0Put Options Held
0-
Cardinal Point Wealth Management Partners, LLC31.3KShares$1.22 Million0.28% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ7.69KShares$299,9860.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.38KShares$287,9320.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il7.29KShares$284,3430.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA5.66KShares$220,7570.06% of portfolio