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 $899,372. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,471
Previous 11,497 25.87%
Holding current value
$899,372
Previous $574,000 25.96%
% of portfolio
0.22%
Previous 0.2%

Shares

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

May 10, 2023
BUY
$47.94 - $51.79 $142,573 - $154,023
2,974 Added 25.87%
14,471 $723,000
Q4 2022

Feb 07, 2023
BUY
$44.53 - $52.33 $267 - $313
6 Added 0.05%
11,497 $574,000
Q3 2022

Nov 02, 2022
BUY
$44.47 - $52.73 $311 - $369
7 Added 0.06%
11,491 $518,000
Q2 2022

Jul 19, 2022
BUY
$45.84 - $53.69 $526,426 - $616,575
11,484 New
11,484 $547,000

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email