Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware U.S. Aggrega 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 EAGG

# of Institutions

430

Shares Held

66.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

19.4M
Shares

$907 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.05M
Shares

$330 Million
0.03% of portfolio
Envestnet Asset Management Inc

4.59M
Shares

$215 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.28M
Shares

$107 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.93M
Shares

$90.3 Million
0.22% of portfolio

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