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 $585,569. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,175
Previous 15,950
11.13%
Holding current value
$585,569
Previous $638,000
8.93%
% of portfolio
0.18%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding TOTL
# of Institutions
346Shares Held
61.8MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$302 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$216 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$115 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.46MShares$102 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$97.6 Million0.05% of portfolio