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 $572,670. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,175
Previous 15,950
11.13%
Holding current value
$572,670
Previous $638,000
8.93%
% of portfolio
0.18%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding TOTL
# of Institutions
374Shares Held
73.5MCall Options Held
10.6KPut Options Held
15.8K-
Morgan Stanley New York, NY5.69MShares$230 Million0.01% of portfolio
-
Signature Estate & Investment Advisors LLC5.37MShares$217 Million4.82% of portfolio
-
Cwm, LLC4.28MShares$173 Million0.52% of portfolio
-
Envestnet Asset Management Inc3.81MShares$154 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.56MShares$144 Million0.05% of portfolio