Cardinal Point Wealth Management Partners, LLC Ishares Tr Russell 1000 ETF 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 IWB

# of Institutions

1,372

Shares Held

93.1M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.02 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.38 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.18 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.01 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$917 Million
0.07% of portfolio

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