Cardinal Point Wealth Management Partners, LLC Ishares Tr Msci Acwi Low Carbo 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 Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 6,415 shares of CRBN stock, worth $1.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,415
Previous 6,025 6.47%
Holding current value
$1.3 Million
Previous $832,000 14.06%
% of portfolio
0.29%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$138.3 - $151.49 $53,937 - $59,081
390 Added 6.47%
6,415 $949,000
Q4 2022

Feb 07, 2023
BUY
$126.3 - $146.54 $524,145 - $608,141
4,150 Added 221.33%
6,025 $832,000
Q3 2022

Nov 02, 2022
BUY
$126.64 - $151.35 $3,799 - $4,540
30 Added 1.63%
1,875 $241,000
Q2 2022

Jul 19, 2022
BUY
$133.43 - $165.9 $246,178 - $306,085
1,845 New
1,845 $252,000

Others Institutions Holding CRBN

# of Institutions
134
Shares Held
2.68M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
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