Cardinal Point Wealth Management Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
516Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$676 Million0.01% of portfolio
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Visa Foundation1.72MShares$173 Million70.92% of portfolio
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Creative Planning Overland Park, KS1.18MShares$118 Million0.12% of portfolio
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Wealthfront Advisers LLC1.08MShares$109 Million0.35% of portfolio
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Morgan Stanley New York, NY833KShares$83.6 Million0.01% of portfolio