Cardinal Point Wealth Management Partners, LLC Vanguard World Fd Esg U.S. Sto Put Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$293 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$183 Million
74.08% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$131 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.18M
Shares

$126 Million
0.37% of portfolio
Morgan Stanley New York, NY

822K
Shares

$87.5 Million
0.01% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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