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Holdings
Cardinal Point Wealth Management Partners, LLC
Changes:
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Portfolio as of:
Most recent
03/31/2023
09/30/2022
06/30/2022
03/31/2022
12/31/2021
Name
Ticker
Class
Shares
Change
Value
Change
% Port
% OS
Hist
Date
Ark ETF Trust
ARKK
Common
0
-37,554
0
-1,498,000
0.00
0.00
Hist
03/31/2023
MUBADALA INFRASTRUCTURE PARTNERS LP
MUB
ETF
0
-5,999
0
-638,000
0.00
0.00
Hist
03/31/2023
VANGUARD WHITEHALL FUNDS
VYM
Common
0
-2,460
0
-250,000
0.00
0.00
Hist
03/31/2023
PFIZER INC
PFE
Common
0
-4,000
0
-210,000
0.00
0.00
Hist
03/31/2023
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