Cardinal Point Wealth Management Partners, LLC Ishares Global Reit ETF 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 Global Reit ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 36,625 shares of REET stock, worth $956,278. This represents 0.26% of its overall portfolio holdings.
Number of Shares
36,625
Previous 35,875
2.09%
Holding current value
$956,278
Previous $814,000
3.07%
% of portfolio
0.26%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding REET
# of Institutions
289Shares Held
74.5MCall Options Held
8.7KPut Options Held
300-
Valmark Advisers, Inc.5.49MShares$143 Million2.19% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$140 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO4.61MShares$120 Million0.11% of portfolio
-
Hsbc Holdings PLC London, X04.2MShares$110 Million0.06% of portfolio
-
M&T Bank Corp4.19MShares$110 Million0.34% of portfolio