Cardinal Point Wealth Management Partners, LLC Consumer Staples Sector Spdr Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 5,243 shares of XLP stock, worth $398,677. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,243Holding current value
$398,677% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,388Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
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Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio