Cardinal Point Wealth Management Partners, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 14,175 shares of TOTL stock, worth $565,157. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,175
Previous 15,950
11.13%
Holding current value
$565,157
Previous $638,000
8.93%
% of portfolio
0.18%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding TOTL
# of Institutions
351Shares Held
62.5MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$292 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$209 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$94.2 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.35MShares$93.6 Million6.5% of portfolio