Cardinal Point Wealth Management Partners, LLC Ishares Core Total Usd Bond Ma 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 IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

159M
Shares

$7.24 Billion
2.48% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.73 Billion
0.06% of portfolio
Jones Financial Companies Lllp

53.9M
Shares

$2.46 Billion
2.61% of portfolio
Wells Fargo & Company San Francisco, CA

40M
Shares

$1.82 Billion
0.43% of portfolio
Lpl Financial LLC Fort Mill, SC

39.3M
Shares

$1.79 Billion
0.85% of portfolio

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account