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

199

Shares Held

32.7M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$260 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$203 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

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About ISHARES TR

Ticker LRGF
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