News + Filings Holdings
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Cardinal Point Wealth Management Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IJS | S&P SMLCP VALU | 2,576 | -120 | 241,088,000 | 240,848,000 | 0.07 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| EAOM | Common | 11,200 | -125 | 283,800,000 | 283,518,000 | 0.09 | |
Hist
| 03/31/2023 |
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SSGA Active Trust
| TOTL | Common | 14,175 | -201,311 | 581,600,000 | 572,511,000 | 0.18 | |
Hist
| 03/31/2023 |
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ECOLAB INC.
| ECL | Common | 3,538 | -600 | 587,520,000 | 586,882,000 | 0.18 | 0.00 |
Hist
| 03/31/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 4,043 | -935 | 740,758,000 | 739,919,000 | 0.23 | |
Hist
| 03/31/2023 |
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BlackRock ETF Trust
| DYNF | Common | 28,400 | -578,663 | 920,444,000 | 902,718,000 | 0.28 | |
Hist
| 03/31/2023 |
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FirstService Corp
| FSV | Stock | 13,236 | -400 | 1,866,144,000 | 1,864,491,000 | 0.57 | 0.03 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| SHV | Common | 30,856 | -919 | 3,409,625,000 | 3,406,127,000 | 1.04 | |
Hist
| 03/31/2023 |
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