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 $335,888. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,200
Previous 11,200
-0.0%
Holding current value
$335,888
Previous $270,000
4.81%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding EAOM
# of Institutions
8Shares Held
38.5KCall Options Held
0Put Options Held
0-
Ken Griffin Citadel Advisors LLC | Chicago, Il16.7KShares$502,2720.0% of portfolio
-
Tradition Wealth Management, LLC7.31KShares$219,0760.02% of portfolio
-
Core Cap Advisors, LLC Southfield, MI2.32KShares$69,4860.0% of portfolio
-
National Bank Of Canada539Shares$16,1640.0% of portfolio
-
Mascoma Wealth Management LLC276Shares$8,2770.0% of portfolio