Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware U.S. Aggrega 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 Esg Aware U.S. Aggrega stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 15,095 shares of EAGG stock, worth $708,257. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,095
Previous 16,710
9.66%
Holding current value
$708,257
Previous $781,000
7.17%
% of portfolio
0.22%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding EAGG
# of Institutions
393Shares Held
60MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.9MShares$794 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY6.67MShares$313 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$184 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.28MShares$107 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.62MShares$76 Million0.07% of portfolio