Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Aggressive A Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Esg Aware Aggressive A stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 31,340 shares of EAOA stock, worth $1.21 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
31,340
Previous 31,340
-0.0%
Holding current value
$1.21 Million
Previous $869,000
6.44%
% of portfolio
0.28%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding EAOA
# of Institutions
19Shares Held
105KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z431.5KShares$1.21 Million0.1% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ7.69KShares$296,0650.02% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il7.29KShares$280,6260.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.96KShares$229,2670.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA5.66KShares$217,8710.06% of portfolio