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 $1.36 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
28,400
Previous 58,975
51.84%
Holding current value
$1.36 Million
Previous $1.74 Million
47.0%
% of portfolio
0.28%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding DYNF
# of Institutions
317Shares Held
163MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc57.1MShares$2.73 Billion0.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$640 Million0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY9.37MShares$449 Million0.04% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.54MShares$409 Million1.5% of portfolio
-
Cwm, LLC7.51MShares$360 Million1.62% of portfolio