Cardinal Point Wealth Management Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 28,400 shares of DYNF stock, worth $1.48 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
28,400
Previous 58,975
51.84%
Holding current value
$1.48 Million
Previous $1.74 Million
47.0%
% of portfolio
0.28%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.44 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$709 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$516 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$460 Million1.88% of portfolio