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 $884,901. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,471
Previous 11,497
25.87%
Holding current value
$884,901
Previous $574,000
25.96%
% of portfolio
0.22%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,216Shares Held
296MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio