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 $570,118. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,175
Previous 15,950
11.13%
Holding current value
$570,118
Previous $638,000
8.93%
% of portfolio
0.18%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding TOTL
# of Institutions
389Shares Held
69.2MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$261 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$133 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.73MShares$110 Million0.22% of portfolio