Cardinal Point Wealth Management Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 43,065 shares of PJUL stock, worth $1.77 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
43,065
Previous 34,865
23.52%
Holding current value
$1.77 Million
Previous $1.05 Million
29.47%
% of portfolio
0.42%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding PJUL
# of Institutions
248Shares Held
19.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.75MShares$154 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA984KShares$40.6 Million0.86% of portfolio
-
Brookstone Capital Management767KShares$31.6 Million0.52% of portfolio
-
Commonwealth Equity Services, LLC727KShares$29.9 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ591KShares$24.3 Million0.06% of portfolio