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 $43.1 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
675,164
Previous 632,786
6.7%
Holding current value
$43.1 Million
Previous $37.2 Billion
9.57%
% of portfolio
6.47%
Previous 6.2%
Shares
9 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$235 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$214 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$126 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$118 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$117 Million22.74% of portfolio