Cardinal Point Wealth Management Partners, LLC Ishares Tr Msci Acwi Low Carbo 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 CRBN

# of Institutions

150

Shares Held

2.64M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.29M
Shares

$286 Million
0.58% of portfolio
Morgan Stanley New York, NY

202K
Shares

$44.9 Million
0.0% of portfolio
Aspiriant, LLC

114K
Shares

$25.3 Million
0.77% of portfolio
Bank Of America Corp Charlotte, NC

110K
Shares

$24.4 Million
0.0% of portfolio
Investure, LLC Charlottesville, VA

102K
Shares

$22.7 Million
1.29% of portfolio

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About ISHARES TR MSCI ACWI LOW CARBO

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