Cardinal Point Capital Management, Ulc Ishares Tr Call Options Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 2025
Call Options
2 transactions
Others Institutions Holding LRGF
# of Institutions
230Shares Held
37.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$265 Million13.3% of portfolio
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Halbert Hargrove Global Advisors, LLC3.4MShares$236 Million11.52% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.1MShares$146 Million24.22% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$138 Million0.03% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$137 Million4.27% of portfolio