Cardinal Point Wealth Management Partners, LLC Ishares 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 stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 43,440 shares of ICLN stock, worth $613,807. This represents 0.26% of its overall portfolio holdings.
Number of Shares
43,440
Previous 40,860
6.31%
Holding current value
$613,807
Previous $811,000
5.92%
% of portfolio
0.26%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding ICLN
# of Institutions
555Shares Held
47.4MCall Options Held
3.09MPut Options Held
3M-
Bank Of America Corp Charlotte, NC6.35MShares$89.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.65MShares$51.5 Million0.0% of portfolio
-
Ubs Group Ag2.75MShares$38.8 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY2.26MShares$31.9 Million0.03% of portfolio
-
Total Wealth Planning, LLC1.49MShares$21 Million3.55% of portfolio