Cardinal Point Capital Management, Ulc Innovator U.S. Equity Power Bu Call Options Transaction History

Cardinal Point Capital Management, Ulc

$600 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2023 Jun 14, 2023	BUY	$28.16 - $29.33 $436,198 - $454,321	15,490 New	15,490 $453 Million

Others Institutions Holding PFEB

# of Institutions

186

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.84M
Shares

$104 Million
0.04% of portfolio
Gradient Investments LLC

2.27M
Shares

$82.9 Million
2.16% of portfolio
Penserra Capital Management LLC Orinda, CA

1.1M
Shares

$40.2 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

853K
Shares

$31.2 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$16 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.