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 $574,229. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,175
Previous 15,950
11.13%
Holding current value
$574,229
Previous $638,000
8.93%
% of portfolio
0.18%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding TOTL
# of Institutions
379Shares Held
72.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.5MShares$223 Million0.01% of portfolio
-
Signature Estate & Investment Advisors LLC5.29MShares$214 Million5.04% of portfolio
-
Envestnet Asset Management Inc3.57MShares$145 Million0.04% of portfolio
-
Cwm, LLC3.37MShares$137 Million0.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.2MShares$129 Million0.05% of portfolio