Cardinal Point Capital Management, Ulc Ishares Tr Transaction History
Cardinal Point Capital Management, Ulc
- $630 Billion
- Q4 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Tr stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 675,164 shares of LRGF stock, worth $41.7 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
675,164
Previous 632,786
6.7%
Holding current value
$41.7 Million
Previous $37.2 Billion
9.57%
% of portfolio
6.47%
Previous 6.2%
Shares
9 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
33.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$259 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$202 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$122 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$111 Million0.02% of portfolio