Cardinal Point Capital Management, Ulc Ishares Tr Transaction History
Cardinal Point Capital Management, Ulc
- $600 Billion
- Q3 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 632,786 shares of LRGF stock, worth $37.9 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
632,786
Previous 612,153
3.37%
Holding current value
$37.9 Million
Previous $34.1 Billion
9.09%
% of portfolio
6.2%
Previous 5.93%
Shares
8 transactions
Others Institutions Holding LRGF
# of Institutions
197Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$257 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$196 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$122 Million4.26% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$121 Million22.29% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$111 Million0.03% of portfolio