Cardinal Point Wealth Management Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 28,400 shares of DYNF stock, worth $1.56 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
28,400
Previous 58,975
51.84%
Holding current value
$1.56 Million
Previous $1.74 Million
47.0%
% of portfolio
0.28%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding DYNF
# of Institutions
576Shares Held
310MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.78 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.56 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$549 Million0.04% of portfolio
-
Cwm, LLC8.02MShares$442 Million1.56% of portfolio