Cardinal Point Capital Management, Ulc Ishares Tr Transaction History
Cardinal Point Capital Management, Ulc
- $1.43 Trillion
- Q3 2025
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 722,756 shares of LRGF stock, worth $49.7 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
722,756
Previous 697,614
3.6%
Holding current value
$49.7 Million
Previous $44.7 Billion
10.47%
% of portfolio
3.46%
Previous 3.54%
Shares
12 transactions
Others Institutions Holding LRGF
# of Institutions
240Shares Held
39.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio