Institutional Manager · CIK 0001909054
Cardinal Point Wealth Management Partners, LLC
IRVINE, CA · File #028-21751
Latest AUM
$329.2M
Positions
80
Top-10 Concentration
0.0%
Filings
4
Sector Allocation
Filing History
View all filings →Top 1 Holdings — Jun 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | N/A | 000000000 | 0 | $0 | 0.00% |