Cardinal Point Wealth Management Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$71.88 - $80.4 $10.6 Million - $11.9 Million	-147,518 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$73.28 - $81.04 $10.8 Million - $12 Million	147,518 New	147,518 $11.9 Million

Others Institutions Holding USMV

# of Institutions

1,252

Shares Held

203M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.93 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.45 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$930 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$891 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$545 Million
1.63% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

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.

Account