Cardinal Point Wealth Management Partners, LLC Blackrock ETF Tr U S Equity Fa 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 |
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Others Institutions Holding DYNF
# of Institutions
319Shares Held
165MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc57.1MShares$2.76 Billion0.96% of portfolio
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Lpl Financial LLC Fort Mill, SC13.4MShares$647 Million0.33% of portfolio
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Jpmorgan Chase & CO New York, NY9.37MShares$454 Million0.04% of portfolio
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Cwm, LLC8.88MShares$430 Million1.97% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA8.54MShares$414 Million1.5% of portfolio