Cardinal Point Capital Management, Ulc Pimco Active Bond Exchange Tra Call Options Transaction History
Cardinal Point Capital Management, Ulc
- $630 Billion
- Q4 2024
Call Options
2 transactions
Others Institutions Holding BOND
# of Institutions
467Shares Held
43.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$338 Million1.4% of portfolio
-
Morgan Stanley New York, NY2.8MShares$253 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$171 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$147 Million9.86% of portfolio
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Envestnet Asset Management Inc1.57MShares$141 Million0.05% of portfolio