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Cardinal Point Wealth Management Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IJSS&P SMLCP VALU2,576-120241,088,000240,848,0000.07  Hist 03/31/2023
iSHARES TRUST EAOMCommon11,200-125283,800,000283,518,0000.09  Hist 03/31/2023
SSGA Active Trust TOTLCommon14,175-201,311581,600,000572,511,0000.18  Hist 03/31/2023
ECOLAB INC. ECLCommon3,538-600587,520,000586,882,0000.180.00 Hist 03/31/2023
SPDR GOLD TRUST GLDGOLD SHS4,043-935740,758,000739,919,0000.23  Hist 03/31/2023
BlackRock ETF Trust DYNFCommon28,400-578,663920,444,000902,718,0000.28  Hist 03/31/2023
FirstService Corp FSVStock13,236-4001,866,144,0001,864,491,0000.570.03 Hist 03/31/2023
iSHARES TRUST SHVCommon30,856-9193,409,625,0003,406,127,0001.04  Hist 03/31/2023
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