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 $1.66 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
28,400
Previous 58,975
51.84%
Holding current value
$1.66 Million
Previous $1.74 Million
47.0%
% of portfolio
0.28%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding DYNF
# of Institutions
620Shares Held
337MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc71.2MShares$4.16 Billion1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.2MShares$1.88 Billion0.62% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.09 Billion0.07% of portfolio
-
Morgan Stanley New York, NY12.5MShares$730 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.02MShares$527 Million0.13% of portfolio