Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Growth Alloc 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 Growth Alloc stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 27,545 shares of EAOR stock, worth $867,942. This represents 0.23% of its overall portfolio holdings.
Number of Shares
27,545
Previous 27,290
0.93%
Holding current value
$867,942
Previous $707,000
6.65%
% of portfolio
0.23%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding EAOR
# of Institutions
13Shares Held
125KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z448.7KShares$1.54 Million0.26% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il20.8KShares$655,2500.0% of portfolio
-
Syntrinsic LLC Denver, CO18.1KShares$570,4570.19% of portfolio
-
Advisor Net Financial, Inc6KShares$189,0910.02% of portfolio
-
Richard Bernstein Advisors LLC2.06KShares$65,0050.0% of portfolio