Cardinal Point Wealth Management Partners, LLC Ishares Tr Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 564,522 shares of LRGF stock, worth $32.5 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
564,522
Previous 523,862
7.76%
Holding current value
$32.5 Million
Previous $20.4 Million
14.48%
% of portfolio
7.14%
Previous 7.09%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
216Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$212 Million13.33% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$193 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.97MShares$114 Million4.3% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$106 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$106 Million22.74% of portfolio