Number of Shares
94,585.00
Current Holdings Value*
$10.45 Mil
% of Portfolio
4.91%
Total Estimate Gain
$-2.38 Mil
% of Total Estimate Gain
-17.23%

Cardinal Point Wealth Management LLC's ARK Innovation ETF Holding Summary

As of 2021-09-30, Cardinal Point Wealth Management LLC held 94,585.00 shares of ARK Innovation ETF(ARKK), totaling $10.45 Mil. This investment constitutes 4.91% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.05% of the outstanding ARK Innovation ETF(ARKK) stock.

The initial trade took place in 2020Q4. In addition, there have been 3 sales at an average price of $119.85 for 34,635.00 shares. Based on historical transaction data and ARKK's current price of $77.11, Cardinal Point Wealth Management LLC's estimated gain on his ARKK holdings is $-2.38 Mil, reflecting a -17.23% gain to date.

Cardinal Point Wealth Management LLC ARKK ($77.11) Holding Chart

Cardinal Point Wealth Management LLC ARKK ($77.11) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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