Cardinal Point Wealth Management Partners, LLC Wisdomtree Tr 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 IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$296 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$223 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$148 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$111 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$62.2 Million
0.02% of portfolio

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