Cardinal Point Wealth Management Partners, LLC Ishares 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 LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$259 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$202 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$122 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$121 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$111 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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