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

Cardinal Point Capital Management, Ulc

$630 Billion
Q4 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

176

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.84M
Shares

$106 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.1M
Shares

$40.9 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

853K
Shares

$31.8 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$16.2 Million
0.02% of portfolio
Steward Financial Group LLC

406K
Shares

$15.1 Million
3.92% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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