Cardinal Point Wealth Management Partners, LLC Ishares Tr Ishares Esg Aware 1 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 Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 59,873 shares of SUSB stock, worth $1.48 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
59,873
Previous 69,678
14.07%
Holding current value
$1.48 Million
Previous $1.66 Million
13.04%
% of portfolio
0.44%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding SUSB
# of Institutions
309Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.2 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.8 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio