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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$138.3 - $151.49 $53,937 - $59,081
390 Added 6.47%
6,415 $949,000
Q4 2022

Feb 07, 2023

BUY
$126.3 - $146.54 $524,145 - $608,141
4,150 Added 221.33%
6,025 $832,000
Q3 2022

Nov 02, 2022

BUY
$126.64 - $151.35 $3,799 - $4,540
30 Added 1.63%
1,875 $241,000
Q2 2022

Jul 19, 2022

BUY
$133.43 - $165.9 $246,178 - $306,085
1,845 New
1,845 $252,000

Others Institutions Holding CRBN

About ISHARES TR MSCI ACWI LOW CARBO


  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
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