Cardinal Point Capital Management, Ulc Ishares Tr Transaction History
Cardinal Point Capital Management, Ulc
- $1.09 Trillion
- Q1 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 681,016 shares of LRGF stock, worth $41.7 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
681,016
Previous 675,164
0.87%
Holding current value
$41.7 Million
Previous $40.7 Billion
3.26%
% of portfolio
3.62%
Previous 6.47%
Shares
10 transactions
Others Institutions Holding LRGF
# of Institutions
223Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$228 Million12.71% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.39MShares$208 Million11.09% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$121 Million4.11% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$115 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$115 Million0.03% of portfolio