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Cardlytics shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Cardlytics

Tip: Access up to 7 years of quarterly data

All positions including Cardlytics held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cardlytics by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $199 82 2.44
2025-06-30 $134 82 1.65
2025-03-31 $170 93 1.83
2024-12-31 $345 93 3.72

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Cardlytics

CAS Investment Partners
Vanguard Group
KPS Global Asset Management UK
683 Capital Management
Worldly Partners Management
Quinn Opportunity Partners
BlackRock
Susquehanna International
Jane Street
Citadel Advisors
Rbf Capital
Geode Capital Management
Frigate Ventures
Citizens Financial Group
LPL Financial

View all funds holding Cardlytics