Cardinal Point Wealth Management Partners, LLC Ishares Trust Ishares Usd Gre Call Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BGRN

# of Institutions

113

Shares Held

6.52M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.22M
Shares

$57.3 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$44.9 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.7 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$27.8 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

527K
Shares

$24.8 Million
0.06% of portfolio

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