Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Aggressive A 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 Aggressive A stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 31,340 shares of EAOA stock, worth $1.15 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
31,340
Previous 31,340
-0.0%
Holding current value
$1.15 Million
Previous $869,000
6.44%
% of portfolio
0.28%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding EAOA
# of Institutions
19Shares Held
129KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z434.8KShares$1.27 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.7KShares$464,3500.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il7.81KShares$285,4870.0% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ7.65KShares$279,4570.02% of portfolio
-
Commonwealth Equity Services, LLC5.95KShares$217,4130.0% of portfolio