Cardinal Point Wealth Management Partners, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 6,415 shares of CRBN stock, worth $1.25 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,415
Previous 6,025
6.47%
Holding current value
$1.25 Million
Previous $832,000
14.06%
% of portfolio
0.29%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding CRBN
# of Institutions
121Shares Held
2.51MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$247 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$40.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$24 Million0.0% of portfolio
-
Aspiriant, LLC107KShares$20.8 Million0.8% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.6 Million2.25% of portfolio