Cardinal Point Wealth Management Partners, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$29.64 - $40.79 $772,566 - $1.06 Million	-26,065 Reduced 79.77%	6,609 $206,000
Q3 2022 Nov 02, 2022	SELL	$37.43 - $52.19 $182,658 - $254,687	-4,880 Reduced 12.99%	32,674 $1.23 Million
Q2 2022 Jul 19, 2022	SELL	$36.58 - $70.5 $265,241 - $511,195	-7,251 Reduced 16.18%	37,554 $1.5 Million
Q1 2022 May 02, 2022	SELL	$52.29 - $96.99 $1.24 Million - $2.29 Million	-23,650 Reduced 34.55%	44,805 $2.97 Million
Q4 2021 Feb 10, 2022	BUY	$91.87 - $125.12 $6.29 Million - $8.57 Million	68,455 New	68,455 $6.48 Million

Others Institutions Holding ARKK

# of Institutions

676

Shares Held

50.3M

Call Options Held

16.1M

Put Options Held

16.3M

Morgan Stanley New York, NY

5.18M
Shares

$316 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.89M
Shares

$237 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.82M
Shares

$233 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.12M
Shares

$190 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.62M
Shares

$160 Million
0.02% of portfolio

View Full List

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

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