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 $35 Million. This represents 7.14% of its overall portfolio holdings.

Number of Shares
564,522
Previous 523,862 7.76%
Holding current value
$35 Million
Previous $20.4 Million 14.48%
% of portfolio
7.14%
Previous 7.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$38.59 - $42.55 $1.57 Million - $1.73 Million
40,660 Added 7.76%
564,522 $23.4 Million
Q4 2022

Feb 07, 2023
BUY
$36.32 - $41.5 $19 Million - $21.7 Million
523,862 New
523,862 $20.4 Million

Others Institutions Holding LRGF

# of Institutions
199
Shares Held
32.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
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