Cardinal Point Capital Management, Ulc Ishares Tr Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 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 697,614 shares of LRGF stock, worth $46.1 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
697,614
Previous 681,016
2.44%
Holding current value
$46.1 Million
Previous $39.4 Billion
13.5%
% of portfolio
3.54%
Previous 3.62%
Shares
11 transactions
Others Institutions Holding LRGF
# of Institutions
226Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$252 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.4MShares$225 Million11.52% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$131 Million4.27% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$124 Million21.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio