Cardinal Point Capital Management, Ulc Ishares Tr Call Options Transaction History
Cardinal Point Capital Management, Ulc
- $1.09 Trillion
- Q1 2025
Call Options
2 transactions
Others Institutions Holding LRGF
# of Institutions
223Shares Held
35.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.73MShares$237 Million12.71% of portfolio
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Halbert Hargrove Global Advisors, LLC3.39MShares$216 Million11.09% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$126 Million4.11% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.88MShares$120 Million21.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$120 Million0.03% of portfolio