Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Moderate All 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 Moderate All stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 11,200 shares of EAOM stock, worth $323,568. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,200
Previous 11,200 -0.0%
Holding current value
$323,568
Previous $270,000 4.81%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$23.31 - $26.06 $2,913 - $3,257
-125 Reduced 1.1%
11,200 $263,000
Q4 2021

Feb 10, 2022
BUY
$28.57 - $29.51 $323,555 - $334,200
11,325 New
11,325 $330,000

Others Institutions Holding EAOM

# of Institutions
7
Shares Held
26.6K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MODERATE ALL

EAOM Quotes by TradingView
  • Ticker EAOM
  • Sector Technology
More about EAOM
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email