Cardinal Point Capital Management, Ulc Ishares Esg Aware Growth Alloc Call Options Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 2025
Call Options
2 transactions
Others Institutions Holding EAOR
# of Institutions
14Shares Held
152KCall Options Held
0Put Options Held
0-
Cardinal Point Wealth Management Partners, LLC27.5KShares$929,0920.23% of portfolio
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Ima Wealth, Inc. Wichita, KS18.6KShares$627,3100.07% of portfolio
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Syntrinsic LLC Denver, CO18.1KShares$610,6470.19% of portfolio
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Jpmorgan Chase & CO New York, NY12.8KShares$431,9460.0% of portfolio
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Martin Worley Group Cottonwood Heights, UT6.41KShares$216,3440.12% of portfolio