Cardinal Point Wealth Management Partners, LLC Ishares Core Dividend Growth E 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 Core Dividend Growth E stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 14,471 shares of DGRO stock, worth $906,318. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,471
Previous 11,497
25.87%
Holding current value
$906,318
Previous $574,000
25.96%
% of portfolio
0.22%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,057Shares Held
263MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.19 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$811 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$620 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$594 Million1.84% of portfolio