EWM
CDIO icon

Endowment Wealth Management’s Cardio Diagnostics CDIO Stock Holding History

Endowment Wealth Management’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-477
Closed -$4.72K – 159
2025
Q1 		$4.72K Hold
477
– – ﹤0.01% 149
2024
Q4 		$13.1K Hold
477
– – 0.01% 136
2024
Q3 		$3.19K Hold
477
– – ﹤0.01% 137
2024
Q2 		$7.87K Buy
+477
New +$11.2K 0.01% 129

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Vanguard Group
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Royal Bank of Canada
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PNC Financial Services Group
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return